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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (21500)7/26/2004 1:07:01 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 57684
 
the street is looking for REVENUE and gross margin increases, as you know.

We are coming out of the worst recession in the history of technology. Everybody expected a V shaped recovery. Instead we are getting an "L" with a declining right side. That is why the stock market is going down.

I don't know why we are having this discussion really. You are arguing that things are great while the market has fallen for 6 straight mos.



To: Proud_Infidel who wrote (21500)7/26/2004 2:22:12 PM
From: fedhead  Read Replies (2) | Respond to of 57684
 
A market that goes down on record earnings is not a market
you want to be long in. That means there is something else
besides earnings that this market is focusing on.

Anindo