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

To: Bill Harmond who wrote (25109)	8/5/2005 11:11:59 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I don't know Bill, this is the first earnings report I've followed from them! But just because companies overdelivered in the past, it didn't mean their stock went up. There were a number of companies overdelivering this last year, XLNX for example and some chips, but nothing helped the stocks. You needed a sentiment change towards the capex sector which appears to be happening btw I2's high in 2000 was over 2500. Its low was 7. They just posted a blowout and it looks like the sector is recovering and there are people shorting the stock on yahoo at 22. You've got to be kidding! There are so many retail shorters out there it is amazing.