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To: im a survivor who wrote (13133)6/18/2004 6:35:43 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 13815
 
OK, well I'm hoping for robust demand eventually so maybe corv can pull it through.

I do think it is easier for the little guys to prosper in a climate where robust demand is "lifting all boats" however and I think you have to agree we don't have that. If cisco is sitting around fiddling their thumbs hoping for demand to materialize they are more likely to go after corv and kill them, That is what happened in storage.



To: im a survivor who wrote (13133)6/19/2004 12:37:00 AM
From: pbull  Read Replies (2) | Respond to of 13815
 
Keith, fundamentally, she's right. But if the market traded only on fundamentals, we'd all know what to do.
Problem is, it doesn't. But it does revert to fundamentals if there isn't anything worth speculating on.
My guess (and it is only that) is we'll have a spec rally in the new, unknown, unproven issues, and then they'll all go into the tank.
Why?
Because that's the way it has always been.

PB


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