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

To: t2 who wrote (81913)	9/21/2001 6:17:11 PM
From: Timetobuy	Read Replies (1) \| Respond to of 99985

"Their revenues/eps estimates were based upon 5% lower sales than IDC was predicting". Yes, I know. That was too bullish. EVERY pc maker was guiding lower. It was obvious the estimates MSFT was using were too high. Worldwide estimates for pc sales were then lowered BEFORE the wtc incident. It's even worse now. MSFT can go down by itself with most other stocks in nasdaq flat and the index will go significantly lower. It's 10-12% of the index. If fund flows remain negative, I think msft will be used as a source of funds. I've said it since msft was in the mid 70's but no one wanted to believe it. At least my neighbor was smart enough to sell it then after learning how low a stock can go. He's still holding jdsu and nt hoping they will go back up, but instead they just are slipping down the slope of hope.

To: t2 who wrote (81913)	9/21/2001 9:09:47 PM
From: sea_biscuit	Respond to of 99985

Folks, is there any place where I can find info about money-market funds that have broken the buck? There used to be the belief that money-market funds of large fund families are "insured" by the fund families -- if it does break the buck, it is in their interests to make it whole. I doubt if that belief is valid any more, what with the bottom falling out of the equity markets.

To: t2 who wrote (81913)	9/22/2001 5:28:51 AM
From: Psycho-Social	Read Replies (2) \| Respond to of 99985

Disasters and Wars: The history of disasters and wars (unless they completely devastate the country in question) is that they cause misery, fear and death, destroying wealth and property. They also, however, are at worst neutral in their effect on revenues, production and economic growth. The Great Depression occurred during peacetime. Our most intense wartime involvements this century at least, have been characterized by economic expansion. An obsession with security and fear of flying, if it is sustained, will lead to reallocation of resources and employment, not a loss of growth or employment. Its effect on demand for information technology, after some short-term disruption, is likely to be positive.