Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (14688)	3/6/1998 9:44:00 PM
From: Hector	Read Replies (1) \| Respond to of 18056

Zeev, Do you think this rash of earnings disappointments will be the trigger that puts this bull market to rest? These wild swings in the averages are not the sign of a healthy market, but of one which is about to blow up. Regards, Dave

To: Zeev Hed who wrote (14688)	3/7/1998 9:52:00 AM
From: Joan Osland Graffius	Respond to of 18056

Hi Zeev, I am trying to figure out what is happening out there. I heard secondhand that CPQ said it was their corporate customers that were causing most of the problem. I do know one fortune 500 customer here in Minneapolis that is using Dell as their vendor because of the quality of the product and support from the company. The Intel announcement suggests a slowdown in orders which would be an industry wide problem. Also, I am noticing the programmable logic companies have been in trouble for a couple of quarters. On the other hand the communications companies seem to be doing ok so far. What does all this mean? The only thing I can come up with is a slow down in capital equipment spending which could or could not be an affect of the Y2K spending or companies have reached a plateau in automation as well as the computers they currently have are getting the job done. Dell could be ok since Michael, I believe, will keep on buying his stock back and be private in a few years.<ggg> BTW, you could be right that the Japanese are selling bonds. I have been waiting for this to happen for about 6 months. Lots of questions and no answers. Joan