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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (36590)	3/27/2002 4:39:46 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67867

16:17 ET JNPR Juniper Networks revises down Q1 guidance (11.92 +0.35) Co expects revenue for Q1 to be approximately $120-$125 mln, down from the original guidance of $150-155 million. Pro forma EPS is expected to be slightly above breakeven, vs consensus of $0.02. The co's revised outlook reflects continued cautious spending on the part of service providers and carriers, as evidenced by widespread reductions in capital expenditures in the telecommunications market. 16:14 ET JNPR Juniper Networks halted (11.92 +0.35) [Harry: The JNPR miss is not as bad as I expected. It all depends on the forwards guidance they give when they actual report though. How fragile the market is will be determined by whether JNPR break below 9 tomorrow. My guess is it will not as the miss was not as bad as expected and the fact the perception will be that the worse has been priced in.] 16:08 ET SONS Sonus Networks guides Q1 lower (2.80 -0.13) Co estimates Q1 pro forma net loss of $0.08 on revs of $21 mln, vs consensus ests of a loss of $0.04 and revs of $33.8 mln; co also expects to record a $5-$10 mln charge in the qtr associated with excess inventory. "The further deterioration in the U.S. telecom industry, for both emerging carriers and even the largest service providers, has led to a decline in our revenues for the first quarter," said Hassan Ahmed, president and CEO. [Harry: A lot closer to the miss I was expecting. This company has a longer ways to fall than JNPR because of the lack of institutional support.]

To: Johnny Canuck who wrote (36590)	3/28/2002 7:22:47 AM
From: j g cordes	Read Replies (1) \| Respond to of 67867

Another list... One sentiment indicator I pay attention to is promotional investing literature. Two of my favorites are Navelier and Murphy who both are experts in the field of banner headlines saying things like big returns or huge profits! Oddly they're both promoting their letters on dire warnings ahead.. they both are trolling for customers using Debt and Enronesque financing worries as lures. Each is touting the slogan its NOT time to jump back into the market except in a very few cases (.. the stocks they won't tell you unless you pay). We know from such things as PE, cash flow, revenue, and bottom line growth that this market is historically overvalued. The Dow average sports a 44 PE by some counts.. and there's an unwinding of creative accounting practices disguising what's really there. A list of stocks warning / confirming lowering guidance might be useful as well. In a landslide few good trees resist the flow of junk and debt making its way to the valley floor.

To: Johnny Canuck who wrote (36590)	4/1/2002 3:08:12 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67867

Running list stocks confirming/upping guidance March 28,2002 MCHP NXTL ANAD ANEN RMTR TTWO RCL UCL ELBO * TREE EK ITRI SMRT TSA CYMI PNR GM GE INSP CD ESST UAG EMN ROH TSG KEM PG CKFR CLX TKR DL TRB JILL FO TIBX EXEL ALLY STN UAG EMN JBL IDTI SHW MVIS BYD GE FINL PFE GGC CBRL WTSLA BOL YELL TWR LBRT MANU DCN EMMS EGN TLGD* * ELBO sold off despite beating numbers for earnings JBL reducing rev for next 2 Q's, ups EPS due to better tax rate, ups rev and EPS for year, large new contracts 2H * Re-affirms guidance, but rev range might be light

To: Johnny Canuck who wrote (36590)	4/3/2002 4:15:11 AM
From: Johnny Canuck	Read Replies (3) \| Respond to of 67867

Running list stocks confirming/upping guidance April 2,2002 MCHP NXTL ANAD ANEN RMTR TTWO RCL UCL ELBO * TREE EK ITRI SMRT TSA CYMI PNR GM GE INSP CD ESST UAG EMN ROH TSG KEM PG CKFR CLX TKR DL TRB JILL FO TIBX EXEL ALLY STN UAG EMN JBL** IDTI SHW MVIS BYD GE FINL PFE GGC CBRL WTSLA BOL YELL TWR LBRT MANU DCN EMMS DCTM BOL WDF HRV BHE * ELBO sold off despite beating numbers for earnings ** JBL reducing rev for next 2 Q's, ups EPS due to better tax rate, ups rev and EPS for year, large new contracts 2H