To All, The High Tech Strategist was great, as usual. Unfortunately, IMHO, Fred spent most of the piece comparing the current mania to others in the past. We have the Austria Twins and the Moskweeto Insect, so this is kind of old news to those who read this thread. On the tech side, Fred mentioned the channel shortfalls in sales as further proof that business boxes are selling nowhere. He asked some tough questions about Dell and why this quarter looks different. Agree totally on that trading sardine. I do want to watch when the momentum sharks turn on their former favorite once the bad results hit the eps report. Should make for great Circus. <G> He does mention that Boeing was Dell's #1 customer, buying 1000 pcs a week. Hmmmmm!
Fred also predicts that Compaq will miss their sales number, despite Xmas lies (my term, not Fred's. He is too polite) to the contrary. The Intel rate cuts were caused by the evaporation of more than a million Celery chip orders at Intel. As I suspected, this turkey's business peaked in November. The stock has yet to catch its breath.
A good issue, though I would prefer more tech comments and less market comments. But, the market definitely forces rational people to comment. <G>
MB |
