Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (50455)	12/20/2010 7:58:26 PM
From: Return to Sender	2 Recommendations Read Replies (1) \| Respond to of 95383

From Briefing.com: 4:15 pm : Stocks will close mixed with the S&P 500 and Nasdaq holding respective gains of 0.3% and 0.2% while the Dow closed lower by 0.1%. Today's action saw the Nasdaq hit its best level in three years, and the S&P 500 cross 1250 for the first time since September 22, 2008. Energy was the best performing sector all day, with the S&P 500 Energy Index closing higher by 0.7%. Chesapeake Energy (CHK 25.35, +2.05), Valero Energy (VLO 22.18, +1.10), and Tesoro (TSO 18.37, 0.93) were among the best performers in the space. Homebuilders were also strong today, ahead of this week's release of November Existing Home Sales, and New Home Sales, which are scheduled to be released on Wednesday and Thursday. Lennar (LEN 18.26, +0.94), DR Horton (DHI 11.80, +0.41), and PulteGroup (PHM 7.26, +0.20) all finished the day with gains. Shares of AT&T (T 29.14, -0.07) finished the day well off their best levels of the session after the company announced it would purchase Qualcomm's (QCOM 49.49, +0.03) Lower 700 MHz D and E Block unpaired U.S. spectrum licenses. The purchase is expected to improve AT&T's cellular network. Sara Lee (SLE 17.69, +0.43) was down more than 4% in-premarket trading after reports indicated the company's sale of itself to Brazilian meat company JBS SA was on hold after the two sides failed to agree on a price. The stock shook off the news and closed higher by 2.4%. Following the Fed's first Permanent Open Market Operations of the day, the 10-yr yield moved off its session low of 3.247%, climbing back to the flat line at 3.33% ahead of the Fed's second Permanent Open Market Operations of the day. After the results of the second POMO of the day were announced sellers reentered the market, pushing the 10-yr yield up to 3.36%. The 2-10-yr spread will end the day steeper near 274. The dollar ran to its session high just following the open of U.S. equities and remained range between 80.55 and 80.70 for most of the session. Dollar strength pushed the euro lower by 70 pips to 1.3120, and the pound down 20 pips to 1.5510. Dollar/yen failed near 84.00 and will end today's trade near 83.75. Volume was light, and is expected to remain that way for much of the next two weeks as traders vacation over the holidays. Just less than 830 million shares traded hands on the floor of the New York Stock Exchange. DJ30 -13.78 NASDAQ +6.59 SP500 +3.17 NASDAQ Adv/Vol/Dec 1273/1.71 bln/1383 NYSE Adv/Vol/Dec 1482/829.1 mln/1534 4:07PM Adobe Systems beats by $0.04, beats on revs; guides Q1 EPS, rev above consensus (ADBE) 29.18 : Reports Q4 (Nov) earnings of $0.56 per share, excluding non-recurring items, $0.04 better than the Thomson Reuters consensus of $0.52; revenues rose 33.2% year/year to $1.01 bln vs the $0.99 bln consensus. Co issues upside guidance for Q1, sees EPS of $0.54-0.59, excluding non-recurring items, vs. $0.51 Thomson Reuters consensus; sees Q1 revs of $1.0-1.05 bln vs. $992.19 mln Thomson Reuters consensus. "We posted our first billion dollar quarter and record annual revenue in 2010, driven by outstanding performance across all of our major businesses." 4:05PM Jabil Circuit pops 5.6% to $18.65 following Q1 earnings results and upside Q2 guidance (see 16:04 comment) (JBL) 17.66 +0.19 : 4:04PM Jabil Circuit beats by $0.07, beats on revs; guides Q2 EPS above consensus, revs above consensus (JBL) 17.66 +0.19 : Reports Q1 (Nov) earnings of $0.61 per share, excluding non-recurring items, $0.07 better than the Thomson Reuters consensus of $0.54; revenues rose 32.2% year/year to $4.08 bln vs the $3.96 bln consensus. Co issues upside guidance for Q2, sees EPS of $0.49-0.53, excluding non-recurring items, vs. $0.44 Thomson Reuters consensus; sees Q2 revs of $3.85-3.95 bln vs. $3.7 bln Thomson Reuters consensus. 7:31AM Qualcomm agreed to sell its Lower 700 MHz D and E Block unpaired U.S. spectrum licenses to AT&T for $1.925 billion (QCOM) 49.33 : Co announces that it has agreed to sell its Lower 700 MHz D and E Block unpaired U.S. spectrum licenses to AT&T for $1.925 billion. The sale follows Qualcomm's previously announced plan to restructure and evaluate strategic options related to the FLO TV business operated by FLO TV Incorporated, a wholly owned subsidiary of Qualcomm. AT&T and Qualcomm anticipate closing the sale during the second half of calendar year 2011.

To: Return to Sender who wrote (50455)	12/21/2010 11:40:24 PM
From: Investor2	Read Replies (1) \| Respond to of 95383

Interesting work on the Hindenburg Omen. It didn't seem to have too much value in its negative prediction in August, since the market is significantly higher now. Best wishes, I2