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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (38140)	4/29/2003 3:40:24 PM
From: sun-tzu	Read Replies (1) \| Respond to of 57110

sustain, and getting your a*s smoked on a short position are 2 different stories. being right on long-term market direction doesn't feed my family -g/ng-

To: Techplayer who wrote (38140)	4/29/2003 4:03:03 PM
From: sun-tzu	Respond to of 57110

i just read my last post to you and it sounded harsh. i didn't mean it that way TP. hope it didn't come across in that manner, mike :)

To: Techplayer who wrote (38140)	4/30/2003 12:21:37 AM
From: AugustWest	Read Replies (1) \| Respond to of 57110

From what I can see, budgets remain tight, hiring is sporadic and very specific and optimism about a return to even a normalized period of growth like we saw from 92-98 remains dormant. Personally I don't consider growth from '92-'98 to be normal at all. It was hypergrowth facilitated by easy credit. so easy most if not all technology companies over spent. Way overspent. And if you look at things now, Inventories are once again beginning to build up. This is all just my opinion, I don't work for a software or even a tech company, so take my opinion FWIW But I believe this kind of stuff(bold highlighte) is a nasty trap #reply-18893533 Now is not IMO the time to be building inventories or spending. It's time to become lean, mean, conservative machines and begin to save a bit before more spending sprees are justified. Granted the risk takers are rewarded. But.... To everything turn turn turn....