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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (58729)	7/17/2003 12:35:58 PM
From: Sully-	Respond to of 65232

Seems that IBM said something about no signs of economic recovery, a big upgrade cycle, IT budgets or Cap Ex spenging increasing...... something that each of the following companies have already reported.... INTC, AMAT, YHOO, TXN, MOT, FleetBoston, Alcoa, Eastman Kodak, Kraft Foods, NCR, MIR, CK, VITR & GE (the parent Co of CNBC), ET AL. The big difference is that very few media outlets mentioned the poor economic forecasts from these other companies or they glossed over it as they played up or spun all things bullish. Pretty much the same thing these media outlets have done with all the gloomy economic data for the last 4 months - glossed over it & spun it all bullish. BWTHDIK?