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Strategies & Market Trends : The Amateur Traders Corner
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To: Oleg Sogolov who wrote (11573)7/10/2001 5:40:09 PM
From: Tom Hua  Read Replies (2) of 19633
 
Oleg, CPQ's 9% sequential drop vs earlier forecast is actually not too bad. There's little doubt in investors mind that a 2H business recovery is unlikely. I suspect much of that thinking has been priced in. Rumors today that IBM will issue profit warning. They're reporting next week, if they haven't warned by now, they won't. I'm betting the 2 gorillas IBM and MSFT will ignite the market next week. Hopefully MOT won't rain on the yet-to-come parade.

Regards,

Tom
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