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Pastimes : Home on the range where the buffalo roam

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To: Lizzie Tudor who wrote (9433)10/16/2002 6:05:15 PM
From: stockman_scott  Read Replies (1) of 13815
 
<<...good numbers from qlogic and IBM decent too... probably better than expectations anyway.
Is this what happens when an industry like tech recovers... things are choppy. I'm optimistic...>>

Yup...we go 3 steps forward and then 2 steps back...expect LOTS of turbulence this fall...We need to see The Global 2000 Companies improve their CapEx forecasts -- when they become more bullish the top tech firms should really benefit...this may not happen until sometime in '03...JMHO.

-Scott
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