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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (11225)	10/16/2002 7:48:52 PM
From: orkrious	Read Replies (1) \| Respond to of 30712

plenty of chance for a flat or down day. just no chance we don't gap up.

To: Justa Werkenstiff who wrote (11225)	10/16/2002 8:46:43 PM
From: 16yearcycle	Respond to of 30712

I think we gap, are pretty solid, and sell off a bit into the close. I haven't read anywhere that INTC's numbers weren't that bad, as far as what it means for the industry. It's no problem for msft, if INTC is scrambling to sell chips at a low price...they sold plenty of chips. Volumes were slightly higher than expected actually. Margins are being squeezed but total demand is pretty good, and IBM and QLGC confirm this. QLGC is very defiant. IF csco is making numbers in this environ, what will it take for them to miss? Nuclear winter? Will csco have a competitor in 2 years, or will they be broken up? Qcom is crushing their competition as all the "hypsters" expected. Finally, picking the tech winners will matter. No it hasn't meant shit now, because everything was being tossed out with the bathwater.The end of that process is upon us.