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


To: Uncle Frank who wrote (35058)3/31/2001 11:42:00 AM
From: J. C. Dithers  Read Replies (1) | Respond to of 65232
 
I thought that about Nortel and Palm this past week...

It isn't the eps, it's these guidances about "no visibility." No matter what they might have already said, every one of these new statements sends the market into a huge sell-off swoon. I always think there can't be any big selling pressure left, and I'm always wrong. I've lived through bear markets before, but I guess I wasn't paying attention, because I don't remember anything like this, ever.



To: Uncle Frank who wrote (35058)3/31/2001 12:33:16 PM
From: RR  Respond to of 65232
 
Hi Unc. I'd think nobody should be surprised by any of the upcoming warnings. Will be interesting to see how the market reacts won't it.

Heck, we still have the second quarter still to go, which will be nasty as well.

Hope u are having a great weekend.

RR



To: Uncle Frank who wrote (35058)4/1/2001 4:20:00 AM
From: stockman_scott  Respond to of 65232
 
A great interview with a General Partner from Sequoia Capital...

vision.yahoo.com

Pierre Lamond founded National Semiconductor in the 1960's and expects chips, software and netfrastructure to keep the revolution moving ahead.

*Go to the 3rd selection under 'Recent Interviews' to hear things.

Best Regards,

Scott