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To: Paul Chiu who wrote (2401)	11/10/2007 11:23:31 AM
From: John Carragher	Read Replies (2) \| Respond to of 3618

bulls and bears on fox all seemed to not think tech comes back to previous highs before year end. i wonder where they think the money will go , financial? ha. i expect firms are going to want to get back some profits for year end closing.

To: Paul Chiu who wrote (2401)	11/10/2007 11:51:02 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 3618

this comment from that Barrons article is interesting: And by the way: While Cisco's issue was enterprise spending, it's hard to imagine that the consumer side of the economy is going to look a whole lot better, given the shriveling of home-equity borrowing. There is a perception among some market players that certain tech stocks -- Google (GOOG), Research In Motion (RIMM), Apple (AAPL), Amazon (AMZN), VMware (VMW) and Baidu (BIDU) -- have such powerful fundamental and technical momentum that they can't be stopped. First of all VMW is not a consumer stock (I am bearish on that one btw). And Savitz goes on to mention oil prices in the next sentence whereas BIDU has no such exposure to oil shocks since China caps oil prices and besides the dollar is the real issue so China is fine. You can actually make an argument that search revenue improves as oil rises, there is definitely some of that. As for enterprise spending that is a red herring, it has moved offshore for the most part so you might as well look at any business barometer like demand for food staples and determine the economy is weakening.... or not. I think we all remember the Barrons Gurgle article, quoting the permabear Fred Hickey as some sort of prognosticator to short GOOG at the ABSOLUTE LOW for the year a few years ago. Barrons bashed FSLR earlier this year also. why doesn't somebody start tracking their calls? They are horrible. BTW I have Lazarus on ignore.

To: Paul Chiu who wrote (2401)	11/10/2007 3:45:44 PM
From: Lazarus_Long	Respond to of 3618

Yeah? How's this? finance.yahoo.com BTW, FYI, there IS a difference between saying a couple stocks are overpriced and an entire sector is overpriced. The one can be true and the other not. The sector has been so badly beaten up that it could be a buy. That doesn't mean GOOG or BIDU are. Polaroid was one of the stars of the '60s markets; where is it now? Just because a bunch of fools are willing to pay 50 or 100 or more times earnings for a stock DOES NOT mean you should join the lemmings in going over the cliff. The memory of the market is littered with one time high flyers that no longer exist. Remember National Student Marketing? ZZZZBest? BTW, do you own BIDU or GOOG or both? You seem mighty sensitive.