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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Asymmetric who wrote (42207)	4/8/2011 2:03:57 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78520

Asymmtric - I agree that earnings are going to be more of a crapshot this quarter. For one thing, i believe that the high tech recovery will stall some and this will become noticeable with component suppliers and semiconductor companies. The component shortage from Japan (getting parts from there is a real mess, based on hearsay I am getting from my job) is probably more a guidance issue, it is one of the reasons I expect a more muted guidance in some sectors. I think the rising commodity prices are a real wildcard and should be felt, in particular by emerging economy customers where food and energy takes a bigger chunk from income. I don't think a government shutdown is a real possibility.