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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: fedhead who wrote (16508)	3/29/2003 1:02:46 AM
From: techanalyst1	Read Replies (1) \| Respond to of 57684

Ebay estimates have gone up a lot since they last reported earnings. Who knows? Maybe they'll have to be raised again. Amazon is probably benefiting from free shipping. Toys R Us indicated that their brick and mortar stores were seeing lower sales than expected but online more. It seemed like Amazon took off after Toy's report. Yahoo has some new products. If they raise earnings quite a bit, then maybe it's not as overvalued as it seems. Expedia though........ that one is interesting. I know I have used them a lot and have purposely been putting off making plane reservations for a trip to Europe not because I'm worried about flying but because too many flights are being cancelled and I'm not even sure which airlines are in the best financial shape. The last thing I want is a bunch of tickets on a carrier in trouble or one that drops a route I need. There are plenty of other more established companies that are going nowhere stock price wise, so the real speculation might just be in a few issues or estimates are way too low. I do agree though..... when we see the whole market move in unison going up 14%+ in a few days just because we are going to bomb someone, seems like speculation to me. In fact, even Greenspan back peddled in saying there would be a rebound after Iraq was taken care of and Dell said they didn't think there would be ANY rebound following Iraq, so why should we go up like that? Short covering I guess. The commercials are net long but it looks like they just took out significant long and short contracts. I'll bet they were stopped out of shorts and sold longs into the rally. Maybe even they don't want to be part of these shenanigans anymore???????? TA