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

To: techanalyst1 who wrote (11960)	6/6/2002 10:05:52 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

After a point, all this advisory commentary using a bubble as an excuse to drive stocks lower becomes rediculous. So they shipped a greater percentage of Celerons this quarter. So units were lower than they expected coming off a pop in Q1. He said taken together both quarters evened out to what they expected going into the year. It all seems like a bunch of data points that net out. They have no plans to cut production runs or capex or annual forecasts, though you wouldn't know it by the reaction tonight in the Amats and Novelluses. Unless the street knows that we're heading into a double dip, then I just say let the analysts act surprised, trim their Q2 estimates and fret about the second half while the economy keeps expanding and business keeps hiring. thestreet.com