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To: Proud_Infidel who wrote (172632)1/28/2003 8:47:48 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi Brian, RE: "why should we expect the investment community to see the upturn around the corner when they missed the largest downturn in history? "

JJ got it right, an investment analyst who was the first to call the downturn. He got a lot of flack for his comment on TCs too. (Still have yet to see the analyst community produce a report on the correlation of TCs to notebooks/servers/PCs, if such a connection exists.) Kumar also called the changes in the sales channel correctly too. Better than anyone else. What happened to them?

Regards,
Amy J