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


To: Boplicity who wrote (25199)12/14/2000 9:47:18 PM
From: Venkie  Read Replies (1) | Respond to of 65232
 
When does the bull run again and everyone can hv some peace..Hell I wish everyone good tiddings..even Luc

Did u hold are stop loss out



To: Boplicity who wrote (25199)12/14/2000 9:56:49 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 65232
 
MSFT warned a month ago, guiding lower
Sherlund reduced estimates two weeks ago
six PC vendors have warned
now Microshit plays the final penguin jumping off the icepack

The Oracle from Ellison claims Microsoft problems are entirely owing to PC slowdown, an end of a growth era
he even implied they lied about the details
something about inferior products, end of monopoly, poor product transition

so how much is MSFT warning due to mismgmt or unfortunate transition ???

SO WHAT THE FARK IS NEW ???
PC sector is slowing down

market watchers have become conditioned to believe a strong correlation with PC slowdown and recession
it will take some evidence that retail spending is still healthy baseline, that capital expenditures are still healthy baseline, that unemployment will not accelerate

maybe PC is yielding to other devices ???
no question economy is slowing

I think Naz recovers after 11am tomorrow
if we careened south, then NazFutures would be lock down 95

/ jim