Mark Herskovitz
Mark Herskovitz
emerge happened historic initial internet investors overly perspective round uncommon
From a historic perspective, I would say that it is not uncommon for new technologies to emerge and for investors to become overly enthusiastic, which is what happened with Internet round one, and then become unduly pessimistic after their initial expectations were not realized.
election good sure tech
Election years are typically not good for tech stocks. I'm not sure why that's the case.
fourth missing quarter sells serious
It's pretty serious that they're missing the fourth quarter. The fourth quarter sells a lot more PCs.
anthrax few happened last scare selling strong today
We've had a strong run-up in the last few weeks, so some selling is natural. It may have happened anyway, but the anthrax scare today (Wednesday) really exacerbated it.