Galapagos Islands Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Galapagos Islands

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James C. Mc Gowan who wrote (7490)	10/16/2002 6:19:07 PM
From: Jorj X Mckie	Read Replies (2) of 57110

Also, NO ONE asked about that Disk Drive fire sale loss being excluded, while the revenues from same were included. Oral Roberts and I were discussing this very point. I think that IBM will get sold when the earnings are dissected a bit. I am very tempted to short a tad in AH. And I think that any strength in IBM can be credited to stealing it from EDS and other competitors and not due to sector strength. What is more telling is when the two headcheeses in the chip sector both look like crap. AMD worse by .07 at -.74 per share and INTC misses by .03??!! Even if AMD guided higher for next Q, they are still looking for -.56 per share. That says that there is an underlying weakness that is pervasive and can't be masked by market share being taken from competitors.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next