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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (10609)	2/23/2002 12:52:42 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

lightreading.com

To: techanalyst1 who wrote (10609)	2/23/2002 2:21:44 PM
From: Wizard	Read Replies (1) \| Respond to of 57684

>>Sebl is hiring again? Not sure to what extent but I know someone who just got hired there not long ago. Lots of people are just giving up on their companies and want to join the sure thing survivors. Moreover, SEBL can just hire key employees from other companies rather than make acquisitions. SEBL has tons of cash and is a cash generating machine. Tom has been saying that his company is a leading indicator for the economy and is on the cover of Forbes talking about the recovery. We shall see. This stock market does act like business is falling off a cliff... again... As february comes to an end, we should soon get some clue as to how the quarter is really going. February was a terrible month a year ago for IT spending. We are now over six weeks into this retracement and I have been thinking a 5 to 8 week correction would be perfectly normal after Q4's huge advance just as last April's upward rally lasted about 7 weeks despite generally terrible fundamental news flow and a huge decline in Q101. John Chambers has recently been hedging on all his linearity comments of the past few quarters but I just can't believe they are going to whiff a +/-0% guidance quarter (current) that badly... Most models have low single-digit growth going into next quarter. If they do +/-1%% in this tough seasonal quarter, I can't see how ~+3% next quarter will be unlikely.