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

To: DebtBomb who wrote (68327)	8/17/2002 8:38:30 PM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

Just a little surprising that IBM rallies up 4% the day after it is discovered in their 10-Q the extent of those 15,000 lay-offs ...and surprise ! it goes up another 4% the day after , and it was off to the races and triggered long thursday morning around $75<G> And that after BEAS reported flat to weak earnings the night before and made all that too-doo about taking market share from big brother Big Blue! That lay-off news came out tues night (13th) , look at it barely dip , then RrriiiiippP ! siliconinvestor.com was kind of telling me to stay out of it's way , or get long . Though to many it was a clear signal to short again , thinking investors would be concerned about uncertainy and sell and it would get hammered. Big Blue , no did do ... ;-) PS: talk about absolutely missing the boat at $65's <G>

To: DebtBomb who wrote (68327)	8/17/2002 9:21:55 PM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

Oh , and I forgot to note for IBM , it also was removed from the Solomon Smith Blarney's recomended list too ! and that just before it put on this show ...wonder who wanted to load up ? (along with the lay-offs and the BEAS report) I always get these feelings sometimes at the end of a punishing extended period for stocks , and I see them getting dip bought daily , that downgrades cease to be a factor. INTC bounced every time I was noticing, even mondays downgrade hardly effected. How many times can you downgrade them anyways? Pretty soon it does start to be the mirror of the bubble in reverse, with upgrade after upgrade .