There's good odds on JDU. Of course there's NT, CSCO (Chambers was fairly cautious the last time he spoke), FDRY, EXTR (due to JNPR's warning), ORCL, QCOM (they may have already warned - can't remember), CIEN (that would hurt), ERICY, MOT, CLS, IBM (that would absolutely kill the market, but not counting on it happening). Intel gave guidance which was a reiteration of the previous guidance, but the estimates were at the bottom end of the range, so they will likely hit but could guide everything down once again during earning's season. MSFT is a stalwart.
The Euro has been really weak remember and that could hurt businesses that have exposure over there. The summer is usually a weak volume period for the markets and thus any inkling of bad news or good, will likely bust the gates wide open. |
