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


To: Boplicity who wrote (13147)11/9/2000 12:17:39 AM
From: Sully-  Read Replies (2) | Respond to of 65232
 
Greg,

I find it odd that CSCO, JDSU, EXTR, SDLI & others give great forward guidance when they reported & some reiterated their positions in analysts meetings after their reports..... yet, we have these analysts, who now do not have any access to inside info from these companies, are running around saying the sky is falling & the end is neigh.

Call me stupid, but who is going to know better if demand is increasing or even backlogged due to excess demand....... the company.... or chicken little?

Something just doesn't add up.

Ö¿Ö



To: Boplicity who wrote (13147)11/9/2000 12:18:20 AM
From: Voltaire  Respond to of 65232
 
You may be correct and I will be the first to concede to your thinking if it proves to be the case. As it stands right now, I say we go up if Bush is QUICKLY given the office if he wins it.

v



To: Boplicity who wrote (13147)11/9/2000 2:22:47 AM
From: lurqer  Read Replies (1) | Respond to of 65232
 
GM,

Everyone has their own perspective on the market and perhaps it's just my contrarian nature, but I'm encouraged by the current dip. October ends and we go up was just a little to pat. I've mentioned earlier that I thought we would have a yearend rally, but was bothered by the fact that too many others were also calling for one. Perhaps this last unexpected dip is just what we need to resolve that conflict. I never know, but given the gloom and shaken resolve, I'd be surprised if this dip wasn't a memory in a week and probably sooner.

BWDIK

lurqer