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

To: Johnny Canuck who wrote (10105)	7/26/2002 2:06:44 PM
From: Dave Gore	Respond to of 16631

Thanks, Harry. He likely is short and getting a little nervous. Both ZRAN and ESST are still seeing good demand (ESST had excellent margins over 40% compared to mid-20% area last year). That more than anything else tells me business demand is pretty darn strong. This price drop kind of reminds me of what is happening in the housing stocks -- people just can't believe that this sector is still strong and growing, but it is. In fact, recordable DVD business which is very profitable is predicted to be up 700% this year as I recall.