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To: i-node who wrote (156)4/29/2005 5:35:22 AM
From: billcasto  Respond to of 180
 
I heard the same thing happened to Comcast. They reported a great quarter and the analysis focused in on the churn. Well, hell, what to do?

I think the market is down for the count and people are going to focus on the half empty. Once the fed is done raising rates and oil goes below 50 and stays there, we might see the market move up. Until then cash is King.

By the way, saw Jim Flaws, the CEO of Corning interviewed last night. He said the main driver of their earnings is the screens and not fiber. You were right on on this one. Take care.