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

To: Robert New who wrote (75172)4/17/2001 4:28:37 PM
From: David Howe  Respond to of 99985
 
<< INTC beat by .01...after warning earlier. Outlook going forward will be key. Zero visibility is expected. Anything better than that will be construed a positive... >>

This will be further clarified during the CC, but they did guide forward in the press release for the quarterly results. Apparently the market likes the guidance, so far.

Dave



To: Robert New who wrote (75172)4/17/2001 4:36:16 PM
From: t2  Respond to of 99985
 
Intel news is better than the market expected . The Cap Ex budget tells the story even before the conference call.
After the reaction to Cisco's earnings---it is not much of a surprise.

Microsoft is going to very well as is IBM, IMHO.

TXN seems as well as expected.
RFMD did incredible and has visibility--that must mean Nokia moves up big tomorrow


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