Just my gut feelings with respect to earnings based on stock price and volume fluctuations since the begining of Jan. I think the following firms are most likely to meet or exceed expectations:
INTC, SUNW, BAY, ASND, MSFT, (was there ever any doubt) CPQ, HWP and KLAC , CSCO (Feb qtr)
On the other hand trouble seems to be in store for
ORCL, DEC, AMAT (may still come through, but warn for next quarter), LSI, all DD makers, COMS (next qtr), NN
But I have been wrong before (on numerous occasions)
Regards
Alok |
