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 : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (46659)	2/5/2001 12:47:40 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

All old news, priced in a month ago. Don't look backward look forward. Inventories are clearing quickly and AAPL for instance projects log-jam cleared by end of this quarter. No one's buying for this quarter's numbers anymore anyway. Meanwhile expectations are lowered as are stock prices and PE's. When you can get INTC or LSI at 20 PE you can't gripe. Oversold on paranoia that things could get worse. The bad news was already there. If CSCO's numbers aren't terrible techs will rise nicely. Neutral report would be a big upside surprise.