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Zeev Hed

10/13/05 1:33 PM

#430193 RE: limtex #430188

As Jim likes to say, we'll know in the fullness of time.... and fearing a 2:00 PM slump, took BCRX off here at $13.70, for another $.37. In edit: But got hit with CNCT here at $14.95 (seconds).


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skono4

10/13/05 1:42 PM

#430202 RE: limtex #430188

How about the analyst upgrade pumping that you have to buy NOW ahead of these earnings? You might miss out on a 2 bit bounce? What's up with that?
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madrose1

10/13/05 1:52 PM

#430208 RE: limtex #430188

a fellow mentioned earlier today on interview , of the replacement cycle for biz is not the wholesale replacement that they used to do .... Corp's replace PC's now only "as needed" .

This is got to cut much farther into INTC's bottom line and HPQ is really selling their line of PC's with AMD Athlons which are rapidly becoming the hot item lately ...


course they keep saying that this has been
already priced in , etc.