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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Tunica Albuginea who wrote (55480)	6/27/2000 3:22:00 PM
From: HairBall	Read Replies (1) \| Respond to of 99985

TA: what is your feeling as to the guidance that we are likely to get after July 7 when earnings season is on, from the various companies: ie what will be their guidance for the following 6 months or 12 months. As it should be obvious, my forte is technical analysis. I do supplement my TA with some fundamental and sentiment analysis. I mainly trade and or invest via the technicals. Let me think about your question to determine if I am qualified to even try to answer you...<g> Meanwhile...any and all fundamentalist that populate this thread feel free to chime in...<g> Regards, LG

To: Tunica Albuginea who wrote (55480)	6/28/2000 12:10:00 AM
From: schrodingers_cat	Read Replies (2) \| Respond to of 99985

Thoughts on earnings season future earnings guidance... Semis and semi equip guide up (up cycle, strong world economy) Dot-coms guide up (they know they have to!) Those selling to dot-coms guide down, as internet companies cut spending in a desperate attempt for profits and less vc money flows into sector. Some names: Hardware: SUNW (dot in dot bomb)<g>,FDRY,CSCO Software: ORCL Advertising: YHOO,CNET,tv and radio networks Telecom equipment including optical and wireless will be interesting to watch. Will higher interest rates \ lower confidence pull down capital investment or will demand growth win out? Are HLIT troubles a sign of things to come? Oil and gas sector guides way up (higher prices look like they are here to stay) JMO