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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Stoctrash who wrote (5127)1/14/2001 2:23:20 AM
From: Ibexx  Read Replies (1) of 6531
 
FredE,

I think there is a good chance that the big techs could show positive surprises as Euro rose dramatically against the dollar in the past few weeks. The currency factor was one of many that contributed to the eps shortfall prewarns a few months ago.

Barrons reported today that INTC, IBM and EMC, among others, all have 27% exposure to the European market. Now that is a very substantial number. Granted that not all Naz issues could benefit from the currency factor (ie, NOK will have an adverse effect), but the Naz "4 horsemen" could have a harbinger effect that fuel the entire market.

Also, no one has discussed the honeymoon effect. Bush Sr. would not allow that "not happen". The old guy is still in the driver's seat.

Ibexx

Have a nice weekend,
Ibexx
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