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To: oldirtybastard who wrote (109257)6/18/2001 9:25:09 PM
From: patron_anejo_por_favor  Read Replies (2) | Respond to of 436258
 
...and a fine list of short prospects that is! DUK? ENE? CPN (hell, I'm short that one right now!) TGT? LMGA?

Regrettably, he bailed on the semis, I still think they have a ways to go. But if he threw in the towel on Sicko and JDS Phew, they might be near the bottom (notice that he sold out of them in March....right at the bottom, HO HO HO!)

EDIT: Nevermind, I see he's still long in Sicko and Softee, so there's at least two tech cos you can still short!<G>



To: oldirtybastard who wrote (109257)6/18/2001 9:54:59 PM
From: Les H  Read Replies (2) | Respond to of 436258
 
To entice reluctant customers to buy its software, Oracle offered steep discounts just before the quarter ended in May, industry analysts said.

``They wanted to make their number so badly that one big customer got a 90 percent discount,'' said industry analyst Mark Shainman of the Meta Group in Reston, Va.

Last-minute discounts of 50 to 60 percent were more typical, Shainman said.



To: oldirtybastard who wrote (109257)6/18/2001 11:08:22 PM
From: pbull  Read Replies (2) | Respond to of 436258
 
Re retailers: Knight-Ridder's 1,400 layoffs today (in addition to 400 last month) says a lot about the market for display ads in newspapers. Retailers always cut ad budgets first in a slowdown. The fact that Knight-Ridder sees no end in sight (that and Gannett won't comment) tells me all I need to know.
Specifically, what that means is renewals of advertising contracts are quite weak, and that would apply to TV and other media, as well.

PB