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

To: schrodingers_cat who wrote (55536)	6/28/2000 1:03:00 AM
From: Tunica Albuginea	Respond to of 99985

Thanx schrodingers; I don't disagree, TA Message #55536 from schrodingers_cat at Jun 28, 2000 12:09 AM ET 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 </>