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

To: 2MAR$ who wrote (48173)4/10/2002 4:38:36 PM
From: JeanD  Respond to of 208838
 
I'm sure you're right. They ran it up over 20 and sold it off shortly after last quarter.

Still, guidance was good and that's all I care about :-) I can go take a shower now!



To: 2MAR$ who wrote (48173)4/11/2002 1:04:47 AM
From: AD  Read Replies (1) | Respond to of 208838
 
2MAR$, that's the great equalizer--market cap

I can't tell ya how many times I was tempted to get long something on the idea that the worst is out . Then I look at valuation. Game over;-)

speaking of which ERTS is getting a little fat . But since it's one of the few companies out there with fast growing revs, it's on a hot streak right now. It too will get tired.

Regards
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