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

To: Nichols who wrote (9570)	10/24/2000 4:35:39 PM
From: Sully-	Respond to of 65232

I doubt we will hear this on CNBC........ 3rd & 4th qtr YOY comparisons were/will be against a huge Y2K buying spree, a huge spike in GDP growth & a huge increase in money supply...... when considering the realities of last year's Y2K issues, these numbers being reported in tech land now are incredibly strong....... Look at how many companies are reporting large YOY increases, albeit they aren't showing the YOY increases from last year, which of course, was an anomaly...... Yep, me thinks that until the houses are done buying, I doubt we will hear about how strong this qtr really is..... all things considered......... BWDIK Ö¿Ö

To: Nichols who wrote (9570)	10/24/2000 7:32:21 PM
From: synchro_fan	Respond to of 65232

Hey Nicholas: I listened to the NT CC and I am not impressed with the dance the management did on the FO projections in effect not answering why the projection was down 2 Billion. Then they stuffed their channels and said they did not have the manpower to install??? Helllooooo. One thing that I had noticed on their website last week was an invitation to LU customers to switch to the NT product set. There was a rebate of up to $40,000. Now, a friend put a bug in my ear and suggested that it did not make sense since they were supposed to be so soldout. I guess she was right. NT mislead. Full stop. I am not happy. Syncie