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To: SusieQ1065 who wrote (29989)11/11/2001 10:36:10 AM
From: X Y Zebra  Read Replies (2) | Respond to of 208838
 
Soft Retail sales ?

Retailers under pressure
November 8, 2001: 3:18 p.m. ET

Hesitant consumers prompt retailers to slash prices; dismal 4Q expected.
By Staff Writer John Chartier


NEW YORK (CNNmoney) - The economic slowdown gripping the United States since January caused Americans to change the way they shop for most everything from cars to cat litter, and the Sept. 11 terrorist attacks have only served to intensify that change.


money.cnn.com

Top 5 performers since 9/11

1. AZO
2. CDWC
3. KSS
4. MIKE
5. MOVI

Worst 5

1. CVS
2. BEBE
3. CHS
4. ANN
5. ULTE



To: SusieQ1065 who wrote (29989)11/11/2001 1:20:32 PM
From: keithcray  Respond to of 208838
 
The (Still) Dirty Dozen
FORTUNE
Monday, October 29, 2001

fortune.com

Company
Ticker
Short-term outlook
Long-term outlook
Recent price*
Recommendation

Cisco
CSCO
Margins shrinking but still has tons of cash
Can't justify sky-high multiple
$16
Let it go--just too pricey now

Dell
DELL
Caught in the PC rut
The ultimate survivor
$25
Hold; buy on a BIG dip

EMC
EMC
Continued margin erosion
More of the same
$13
Sell; money is better off somewhere else

HP
HWP
Bleak--Wall Street hates this deal
Uncertain
$18
Sell, especially on any stock spike

Compaq
CPQ




$10



IBM
IBM
More earnings visibility than most
Modest growth--could make a value play
$99
Growth investors will do better elsewhere

Intel
INTC
Until PC demand picks up, Intel won't either
Can outspend--and outlast--chip rivals
$25
Hold, if you're in it for the long run

Lucent
LU
A little good news will go a long way
Entrenched customer base will keep it going
$7
Buy--worth the risk

Microsoft
MSFT
Strong product cycle will boost results
Share of tech pie is growing
$57
Core growth stock; still a buy

Nortel
NT
More financial woes ahead
Not one to bet on
$6
Don't bother buying; sell if you did

Oracle
ORCL
Still dealing with botched product rollout
No. 2 software maker is still a force
$15
Hold (buy on dips)

Sun
SUNW
Hurting from dot-com meltdown
Mainstay server business is under assault
$10
Risks outweigh rewards



To: SusieQ1065 who wrote (29989)11/11/2001 2:59:25 PM
From: 2MAR$  Read Replies (2) | Respond to of 208838
 
That just about sums up how all those have been trading , thanks for posting that susie ....

Looks like we keep an eye on the $GSO software index for
signs of staying above 160 , and BEAS reporting tues.
INTU and ADSK on thursday , with DELL GMST ....
(and that marvel , MRVL!)

stockcharts.com[h,a]daclyimy[pc5!c20!c30!c50!c100!c200!h.02,.20!f][vc60][iut!Lh5,5!La12,26,9!Lg!Li13,5]

AMAT the big mover on weds for the $SOX ...going to be a
bumpy ride for sure , but notice Preemie looking at AMCC
for a run perhaps this week. Volitile pick...PMCS sure
has been on my daily play list too.