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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Larry Brubaker who wrote (5088)	9/15/2000 5:25:54 AM
From: Sam	Read Replies (1) \| Respond to of 30051

Larry, <<SCI, the second largest contract manufacturer of computers and cell phones, issued a profit warning yesterday citing weak demand. >> First of all, SCI is no longer the "second largest contract manufacturer". At least not in terms of market value. They aren't even the third or fourth, in fact. Their star is falling pretty quickly, though they are trying to remake themselves. Second, SCI's problems aren't either sector or macroeconomic problems but are company specific, and--at least apparently--have much more to do with set-top boxes than anything else: Message 14375646. Personally, I think Intel's "problem"--such as it is--is that companies--even highly profitable ones with gold balance sheets, not just the I-nuts--really do hit a valuation brick wall at some point. For MSFT, CSCO and INTC, the half trillion mark (give or take a few billion, yawn) appears to be their wall. So much money and so many people are in the stocks already, it takes too much to move them beyond that point for any length or time.