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To: johnlea who wrote (29874)3/10/1998 1:39:00 PM
From: yard_man  Respond to of 53903
 
biz.yahoo.com

Gotta love these guys.



To: johnlea who wrote (29874)3/10/1998 1:43:00 PM
From: Richard Russell  Read Replies (1) | Respond to of 53903
 
Today's Commentary: 03/10/98

Financial markets and technology publications (i.e. EBN) alike continue to echo negative sentiment regarding the current status of the memory and PC markets. Product availabilities have increased across all product lines with open market demand primarily limited to "spot" requirements for application specific use. Additionally, the introduction of significant levels of OEM excess into the supply chain (not seen since 1996) will undoubtedly impact pricing even further.

Oh Oh

larry how does this fit into your fa

glut growing no relieve in sight, gs backing off, SB although excuberant is looking more right on all the time and you have been ranting a bit. Our nemises mu seems to be getting to you lately. Not meant to flame but you're a bear as of 2/17 but you go on these bullish diatribes, you see the down channel but ta and fa are making you bullish, I feel your pain, really. RR



To: johnlea who wrote (29874)3/10/1998 1:53:00 PM
From: johnlea  Read Replies (1) | Respond to of 53903
 
good article. worth the read.

Message 3661154



To: johnlea who wrote (29874)3/10/1998 2:04:00 PM
From: johnlea  Read Replies (2) | Respond to of 53903
 
in case anyone hasn't seen/heard this yet. . . cisco warns of slower growth.

techweb.com

let's see, intc, cpq, mot, csco. . . is this a trend? do these companies represent a significant enough share of the technology market to provide a glimpse of what might be expected for the next quarter or two? geesh, what if msft joins this bunch????????