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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: techreports who wrote (46051)8/31/2001 6:11:38 PM
From: limtex  Respond to of 54805
 
techr - Well all we need ot see is businesses saying that business is great and then we will have seen that the cuts worked.

In the meantime the CEO of Yellow was o yesterday and while he said that the average size of shipments was larger there was no sign at all that the number of shipments was increasing. Yellow is the best barometer, better than any economist or rating or survey.

He didn't look happy at all and wasn't very encouraging despite the interviewer doing his best to wring out an ounce of hope...Nothing doing, nada.

So my guess is that there is no recovery. It hasn't started it isn't starting it is a civilization that is gone with the wind.

So in Nov 04 voters will imho go to the polls in the midst of a recssion at best. What do you think they will be thinking about as they get ready to push their chards out?

Best regards,

L



To: techreports who wrote (46051)8/31/2001 7:59:24 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
techreports,

Earnings will look better in Q1 of 02 when compared to Q1 of 01

Tom Siebel isn't saying that about his company. He's saying that the year-over-year comparison will look worse in Q1 of 2002.

--Mike Buckley