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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (5701)	10/4/2000 11:21:48 PM
From: Jim Willie CB	Respond to of 65232

ozaRRkman, not goofy euphoRRic at all veRRy sanguine, under wRRaps DELL is almost a nonevent in my book heard its yoy growth level deceleration today for recent quarters... something like yoy 50%, 39%, 31%, now 24% (guess from memoRRy) this news is the third shoe, or second echo first Intel, then Apple, now Dell Compaq might issue similar warning they all come from the same geriatric ward the only significant aspect of today: high volume reversal with some midafternoon juice supplied by Oracle WE GOT A LONG WAY TO RECOVER FROM both with price and psychology the market is likely to be incredulous to positive Q4 guidance / JJim