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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: djia101362 who wrote (3217)	10/24/2000 10:47:34 PM
From: DukeCrow	Respond to of 3951

But given the fact that NT was already down about 25% from its 52-week high, I'm a bit surprised at the pounding it took. I don't think anyone expected it. But when most of a company's stock appreciation is via multiple expansion, one has to be able to live through multiple compression, also. That's the risk of investing in high multiple stocks. The numbers are really very good...just not good enough. That's the whole expectations game. It doesn't matter how good your numbers are; they have to meet or beat expectations. If they don't, this market is not going to be kind. That makes management's guidance that much more important. They must walk a fine line. If they guide down too much, the stock will get pounded. If they don't guide down enough, they run the risk of not making the numbers, and the stock will get pounded. Ali

To: djia101362 who wrote (3217)	10/25/2000 10:01:20 AM
From: Gerald Walls	Respond to of 3951

Anyone that follows Cramer knows that he knows jack. 12 months ago Cramer was the most bullish guy on the entire B2B sector pushing stocks like ICGE and VERT that have lost nearly 90% of their value. Both of those quadrupled in the fourth quarter of last year (which started those 12 months ago). So he was right. He was also right when he started his mantra of "take some off the table" in late January and February (for which he was ridiculed). ICGE has crashed. VERT is still above the start of last October. I've never owned either. quote.yahoo.com