Mama Judy, Its so hard to make the children listen no?
But after a while the pain gets to unbearable and the only thing to do IS TO LISTEN!
I think all the smaller companies will have shortfalls, although some I am surprised at like especially in the semi industry where they have gone through downturns quite a few times and not anticipating it to happen again. Hope fully AMAT is suffifiently hedged I would think that even a few missed orders wont affect their border line. MSFT I am not sure what to think, they gave guidance to raise estimates and now they say a month later japan will affect them? This is the same MSFT?
Billy always says stock price too high, earnings unrealistic.. What a company..
Actually to get real down, Asia aint the problem, You aint seen the problem till Europe acts up.. No one cares if some koreans got dumped in the sea, but look at albania, when they went down do did italy, germany, holland and the rest, I hope we recover somewhat before they all start acting up or all the recovery and finding paradise is moot. |
