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To: Elmer who wrote (106840)8/3/2000 12:03:35 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Elmer, re Brinker, yes, I heard his advice last weekend on QQQ. He's also predicting 40% to 70% down on the Nasdaq in the next 6 to 18 months from the highs of this year. That would be Naz at 1539 in the worst case scenario. My question is, what does he know that Cohen, Battapaglia and all the rest don't?

Tony



To: Elmer who wrote (106840)8/3/2000 1:21:59 PM
From: EricRR  Read Replies (1) | Respond to of 186894
 
Elmer-

I think the big wild card for macro CPU demand is Windows 2000. It continues to get rave reviews. If businesses decide that it is a must have upgrade, the rising tide will lift all boats.