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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: t2 who wrote (77836)6/3/2001 9:27:21 PM
From: iod_sherwood  Respond to of 99985
 
Look at JDSU.... i bet it trades in a 8-18 range for like a few years before this is all over.

i wrote a small example in my own newsletter about revenue numbers and how it would take some time before revenues get back to 2000 levels. Yes, things will grow, but not at the pace they once did in %'ges. i mean, it's easy to go from 10m revenues to 25million... but from 100 to 250.. a qtr... there's some major issues to be developed.. add in all the new players, startups chewing away at new markets...

Still in the SOX 400 camp.

people will re-evaluate their expectations.

long ago, i said the guy who buys 25 dollar GPS will do far better than 25 CSCO. Look at it now...

Tech was nice, it still is, just have to put it all in perspective :)



To: t2 who wrote (77836)7/7/2001 3:08:26 PM
From: iod_sherwood  Read Replies (1) | Respond to of 99985
 
Message 15888616

exciting world we live in :)