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To: Earlie who wrote (77601)3/8/2001 10:39:51 PM
From: Jumper  Read Replies (1) | Respond to of 436258
 
>>The sheep will have to be suicidal to buy this tomorrow<<

but they will - they are mutton after all - I'd bet my neighbors little unit on it - (He is a MD at ML and seemed a little peaked in the elevator just now when I informed him that Derek Jeter was a Big Baby)

BYW his wife digs me >)

Canadian Conspiracy Baby - These Clowns are comin' after us - Ask yourself - Who Killed John Candy?



To: Earlie who wrote (77601)3/8/2001 10:43:21 PM
From: AllansAlias  Read Replies (2) | Respond to of 436258
 
Earlie,

It's even slightly worse than we discussed. You've got companies going from +20% q/q to -35% and such. Got implosion? I think half of it is blindness, wishful thinking, and criminality, and the other half is genuine surprise at the speed of the slowdown. Some of it is also pipeline issues, but once the pipeline is cleared I think we are looking at a *much* lower demand.