Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: keithcray who wrote (116)	6/20/2001 2:50:26 PM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

Was keeping a sharp eye on IBM today ...software sector could be setting up for another big fall , if another egg gets laid.... but they must have went over ORCL with a fine comb today, ADBE and ORCL did prove they could beat lowered estimates , but they are not the real measures of the sector...need to re-examine the valuations here a little and waiting for MANU TIBX earns tomorrow. have to look again at the fundies on these two...NTAP sure is weak , could go lower still.