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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (86867)	6/26/2002 6:21:10 PM
From: t2	Read Replies (3) \| Respond to of 99280

Earlie, Do you see AMAT's relative weakness as the market taking down the strongest players. Storage group had been strong and now getting taken down. The only one I don't get yet is Microsoft. Maybe it is a special situation as their revenues is based upon on PC units...and price cutting in the PC industry does not hurt them. The one thing I would note is that no matter what analysts are saying about the company's quarter....MSFT is not a company that would leak information. My guess is that they are doing OK because their SEC agreement to stop under-reporting income...might create a short term spike in reporting revenue and income. Oh...Maybe that explains why people will not sell this stock. In an environment in which you don't know if a company is really making money, MSFT stands apart from the rest in the tech sector.