SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (76639)5/8/2001 10:02:18 AM
From: t2  Respond to of 99985
 
B, Buying Cisco for a gamble is not a bad idea. Of course, the question is..will you hold it through earning.<g>

RE: Dell.
Analysts very quiet. Expecting that to change as we get closer to earnings. Expecting a positive bias.

RE: Productivity.
I have heard many analysts say that labor costs generally go up as we head into a slowdown..not unusual.
The labor costs is the reason for the bad productivity numbers but many companies will be cutting salaries....and later we see the gains again in productivity...for now it might be a lagging indicator.

It appears Greenpsan has not been worried about such stats. He is interested only in avoiding a recession. To me that means he is thinking that the bad economic numbers (productivity; cpi;ppi) are all lagging.

The profit taking at the open not a bad sign...expecting it reverse by end of day.



To: Boplicity who wrote (76639)5/8/2001 11:11:12 AM
From: JRI  Read Replies (3) | Respond to of 99985
 
Bo- Don't you find it a negative that Dell announced, essentially, good news, and the stock is down 3% today...lately bad news, market (and individual stocks) goes up.....good news, market (and individual stocks) go up.....today's Dell action seems to break that trend

A month ago, Dell announced similiar news, and the Naz and Dell shot to the moon...