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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 670.97

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Nov 7 4:00 PM EST

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To: Robert New who wrote (75164)	4/17/2001 3:34:00 PM
From: t2	Read Replies (2) of 99985

Looking beyond Intel's earnings...IBM and Celestica are going to be very interesting tomorrow afternoon. (super bullish on both) CLS was an old IBM unit from what I read and probably do a lot of business with them still. That means we could get a double dose of positive news; from IBM and from CLS, a key contract manufacturer. CLS actually raised guidance right in the face of this slowdown at the end of January (and also blew out earnings). Analyst cut numbers later, anyways. Now the test is there tomorrow. I read the comments of the CEO of CLS dated March 21---See CLS thread (not too many posts). Just reading into his comments, one could sense a good earnings report no matter what the analysts had been saying. Reading between the CEO's comments and you get a bullish case for that stock and the connection to IBM would be consisent with the bullish case.

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