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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (1472)6/25/2014 10:13:07 AM
From: robert b furman1 Recommendation

Recommended By
Kirk ©

  Read Replies (1) | Respond to of 26581
 
Hi Kirk,

Not a surprise.

The coldest winter I've seen raged in Q1.

Many school days off and roads closed.

Q1 earnings verified this.

Q2 earnings will support that these weather induced soft patches have a boomarang catch up period next.

All this negative stuff will soon be forgotten when Q 2 EPS come out strong along with orders durable and semi BtoB.

The final shakeout before the break out.

I think Intc bumping up guidance and breaking over 30 is one of the better clues to watch.

Ditto Amat.

Bob