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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Dan Duchardt who wrote (5967)4/16/2002 12:02:35 PM
From: John Pitera  Read Replies (1) of 33421
 
Hi Dan, I talked with SI's Bob Furman on the phone yesterday, He was pretty bullish for the next several weeks and he specifically mentioned he thought that TXN's earnings would look really good. Bob is a real Bottoms up fundamental Guy who really looks at the actual company.

He's toured several manufacturing facilities of companies that he has invested in.

I've got to really compliment him for his insight that TXN would help to repair the tone of the market.

He was commenting how he thought that a number of companies in the semiconductor area would have some pretty good numbers this week and next week.

With 179 of the S&P 500 reporting this week, we'll see how these earnings look.

We have to remember that the year over year comparisons are going to be extremely easy for a number of companies In Q1, Q2 and Q3 this year.

John
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