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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: Bill F. who wrote (32229)	4/9/1999 8:52:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 86076

what did I say? ho ho I knew it... analysts will be turning out in droves on Monday to say "co-specific!!!" LOL!! you should like this.. this is just the sort of sentiment that causes crashes.. ie- denial of reality. wouldn't it be wonderful if INTC missed on Tues.... HO HO (I doubt it though)

To: Bill F. who wrote (32229)	4/9/1999 8:58:00 PM
From: Terry Whitman	Respond to of 86076

Denial is one of the symptoms of addiction. Possibly to glue. <g>

To: Bill F. who wrote (32229)	4/9/1999 9:27:00 PM
From: IceShark	Read Replies (2) \| Respond to of 86076

It really is unbelievable. And means any Myth will totally screw the economy and turn much into the penny pinching Grandparents a few of us knew. One of my Grandmothers used to make soap for the family from scratch! Talk about economic slowdown for P&G. But EasyAl should keep the mojo going for awhile. -s-

To: Bill F. who wrote (32229)	4/9/1999 10:47:00 PM
From: Marc Newman	Read Replies (3) \| Respond to of 86076

Bill, off the top of your head would you say this CPQ miss is PC-specific but not necessarily box-maker specific? Ie, by virtue of its niche is Apple okay? My thinking was that product transition to new lines of professional and consumer (iMac) machines right at the first week or two of the quarter would make Apple pretty bulletproof to a slowdown. Especially since they aren't selling much to the corporate space. But boy have I been nailed this year in sector downturns (box maker, video game software, and Y2K/ERP/IT) despite my companies having great first quarters. Comments from anyone welcome. Regards, Marc