SI
SI
discoversearch

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.
Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (10469)2/20/2001 12:54:38 AM
From: DaYooper  Respond to of 13572
 
Thanks for the thorough response Mike.

I understand and agree with all your thoughts and signs for making the bottom. Totally agree.

However what I was really after was your thoughts on whether that bottom is temporary or not. The fact that everyone keeps saying the slowdown is nearly over, without facts or statistics, makes me skeptical. John Chambers reinforced that unknown with his remarks over the weekend. Retail reports and guidance this week will be enlightening.

But, as you say, should panic selling appear it's probably a good time to buy whether the slowdown is in the early, mid, or late stages. The question of recovery timing can be mulled and debated later.

Rory



To: mishedlo who wrote (10469)2/20/2001 6:24:14 PM
From: Whistler30  Read Replies (1) | Respond to of 13572
 
Mishedlo;

Asssuming we do get that V bottom, which stocks would you (or anyone - open question) see making the biggest bounce? The biggest losers so far? (ie. NT, JDSU, SCMR), or the more solid companies with lower PE's (INTC, DELL, MSFT)?

Regards

Whistler


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News