Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dealer who wrote (22711)	12/7/2000 3:54:38 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

STOLEN STUFF: From: American Spirit Thursday, Dec 7, 2000 1:08 PM ET Reply # of 42910 This market has already priced in warnings for the entire tech sector. Give or a little here and there any decent reports will be the only surprise. MOT's warning today seemed like deja-vu. INTC is priced for a warning, ditto IBM. Let's face it, people and companies stopped buying in October and November. But when inventories burn off and hopefully interest rates drop and the election is behind us all of this will be forgotten, the bar will have been lowered for everyone and in 2001 they will all start beating lowered estimates. Well most of them. Meanwhile many stocks are well below book value. Market caps are relatively miniscule in many cases. EvenMOT's warning only hit the stock by 2% (because it had already been knocked down with this warning priced in) and yes I agree scalp a short if you can then go long this afternoon. Then stay long. Unless Gore pulls out a miracle uncertainty should be out of the way for a long time to come. Just MHOm of course