Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Smart_Money who wrote (80798)	6/18/2002 5:03:40 PM
From: t2	Read Replies (3) of 99280

What earnings report is the most important today. Lets see: AMD--bad consumer business; Apple--same. ORCL..better than expected and Oracle is directly linked to corporate IT spending. Intel warning had already taken care of AMD/Apple when they did the mid quarter update. So the market anticipates weakness. However, Oracle is a big surprise. In this market, corporate IT spending the big issue not consumer sales in a seasonally weak period. If the market views this as some fundamental change, we go higher tomorrow...still have to wait for Oracle guidance though. (of course middle east issue also a factor...and book to bill..and JBL report and what it means for Cisco) tomorrow is going to be VERY interesting; expecting a volatile day.

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