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


To: Softechie who wrote (60486)7/16/2002 9:57:25 AM
From: DebtBomb  Read Replies (1) | Respond to of 208838
 
That's a tough one Softechie. You know what some say about these guys, Morgan, Barrett, et al.

I am not ruling out a bear market rally here. This is going to be tricky, IMHO.



To: Softechie who wrote (60486)7/16/2002 10:07:36 AM
From: DebtBomb  Read Replies (1) | Respond to of 208838
 
Greenspan fingers stock options as primary aid to greed.
I think these stock options are going to have to be expensed, one way or another. Watch those companies that are not expensing them. And, the Nasdaq P/E will go even higher if/when they're expensed.
AMAT, MSFT, BRCM, BRCD, et al, earnings would be impacted. I have a list of them somewhere.