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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Nancy who wrote (15385)	12/10/1997 5:42:00 PM
From: Judy	Read Replies (2) \| Respond to of 50167

Soundview revised PC growth estimates downwards, was it based on China being effected by the Asia currency situation? China is the largest source of future revenues for boxmakers and telecoms. If revenues from China stalls, the techs will get slaughtered yet again. And this from a permabull, my dear. QNTM ... one by one the dd's have fallen. By analogy, one by one the networkers have fallen, BAY did so today although it took three downgrades to bring it down. Shall we short the CSCO kid (or do ratio-writes) into strength?