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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: ild who wrote (19707)10/9/2004 5:09:13 PM
From: Wyätt Gwyön  Respond to of 110194
 
China is really slowing down.

yep. Hickey noted that cellphone growth is crashing hard there.



To: ild who wrote (19707)10/11/2004 12:00:26 AM
From: ild  Read Replies (1) | Respond to of 110194
 
Earnings Shortfalls
If you think about the potential latitude that technology companies have to smooth earnings and achieve targets by making small changes in their assumptions, it becomes clear that an earnings shortfall might actually reveal more than just a single quarter's difficulty.
By John P. Hussman, Ph.D.
hussmanfunds.com