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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Bruce A. Brotnov who wrote (6762)	5/6/2002 8:20:04 PM
From: mishedlo	Respond to of 16631

Bruce, I believe 2 things 1) People knew in advance that that article was coming out 2) ESST deserves to fall on its own merits People hyped NVDA for almost a full year on XBOX hype. Now look at it. GNSS on flat panel Hype, now look at it. 22 to 74 to 22. One hell of a ride on AIR. Once buyers ran out out (the powers that be unload all they have at the top and just let it fall). NVDA same story. Look at OVER. LMAO Now look at ESST. Is there an explosion in DVDs that is NOT avvounted for in its price? Was there really an explosion at all. Ask yourself the same Question on flat panel monitors. Growth was up 200% probably (I believe that)..... BUT...... WAS IT SUSTAINABLE? I suggest not. I suggest NVDA growth was not suatainable. I suggest GNSS growth was not sustainable. I suggest OVER growth was not sustainable. I suggest ESST growth is not sustainable. M