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

To: keithcray who wrote (1366)	6/25/2001 10:37:41 PM
From: Susan G	Read Replies (1) \| Respond to of 208838

Considering that info is free on yahoo and to CSFB customers and others, guess that means... "Briefing advises the whole world to sell into the rate cut" rally now <VBG> The market is so diabolical, as Teresa calls it, and rarely does what we expect or what a news site tells it to do : ) I for one think Briefing, as a news site is taking themselves a little too seriously lately. Especially with their TA info. A few in our room agree with me, we've been discussing this.

To: keithcray who wrote (1366)	6/26/2001 7:25:02 AM
From: 2MAR$	Respond to of 208838

Selling the Fed but , also buying the dips at the same time ...if you can do both , that would be the ideal... Market has been already been anticipating earnings warnings and correcting individual stories . If you are a short , it's a stock-pickers dream if you spot the weak ones like AMCC...and if you are a value player there will be some good dips to buy too. Still have warnings to get thru and the next earnings season that could see some weak anticipation runs , and even more selling , if the results are worse. The fed is a so-so non-event , for all the hoopla , imo, they have done all they can . NETE has showed strong growth and has accumulated a strong list of customers and a partnership with VRSN . It did post a spectacular growth rate YOY 1rst qtr of 286% from $6mil to $26 mil and a positive net income of $10c a share ...but it is just as vulnerable to economic conditions like any other , and with a PE here of 144 .... It's pretty hard to justify in this climate that kind $bil valuation , though last EPS were impressive . NETE just one of those a little slower to correct.... Last earns report here, they are scheduled to report 6/25 : Message 15753319