SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (3678)5/8/2002 1:59:17 AM
From: John Pitera  Respond to of 6346
 
M, I agree with you that the MANU downgrade was sector driven. The sector is so beaten up that it's very easy for the wall street firms to decide to lighten up... etc.

I'm sure the downgrade by CSFB was purely sector-driven and had nothing to do with a "license revenue shortfall", besides manu's last qtr exceeded csfb's license numbers by 50%.