Tech is strong this morning, holding stage for finance next week

Roubini

Today is Friday, almost every post here expect a sell off , there also seem sounding reason for new low from TA/FA perspective.
However the weak consumer sentiment index (64.6) at 9:55am didn't tank the market.
A couple of tech stocks get upgrade this morning, GS is holding well relative to market.
What's your expectation for next week? YMYD

Roubini

Tech sector also have some big names reporting earning next week.
Intc on Tuesday is worth expecting: everyone know the sale will be medicore and earning is so so, but the what's important is the future outlook.
MSFT has  windows 7 to be release this October, which give market a reason to expect more CPU and chip sell...

globe

CoolMax

Tech sector also have some big names reporting earning next week.
Intc on Tuesday is worth expecting: everyone know the sale will be medicore and earning is so so, but the what's important is the fu ...
Roubini 发表于 2009-7-10 12:10 PM

Nobody will buy a new PC because Windows 7.

Roubini

First I said "expect", second, before you jump to the conclusion, have you try the windows7 CR release? New features like aero shake, peek, snap would likely require better CPUs and ...

Nobody will buy a new PC because Windows 7.
CoolMax 发表于 2009-7-10 14:05

feelucky

a lot old guys like me will not bother to try if we don't have to ....

mary666

yes

turntome

I want to try and I have been waiting for it for long..... :)

I want to buy a Sony notebook, but it has Windows Vista installed. The notebook speed are severely slowed down by vista. If windows 7 is released and come to new Sony notebook, I'll certainly buy one....

Roubini

Sold some TYH positions post-market at 88.88
Waiting for opportunity to buy on dip tomorrow.

对tech sector来说，intc 今天的ER是实质性的利好
--- Beat earning estimate 只是表面 (earning can be manipulate), 关键是revenue beat estimate 将近10% (8 billion v.s. 7.2 billion)
--- Higher guidance for 3rd quarter revenue (经济可能好转的迹象)，also intel don't speak out if it's not confident (see last quarter)
--- Higher predicted gross margin for 3rd quarter, means company is more efficient (same to all tech companies)

从year 2000 以来， intel ER就是tech sector的风向标,明天也许会有小回调,但短期tech sector 还是bullish的。

Tech sector also have some big names reporting earning next week.
Intc on Tuesday is worth expecting: everyone know the sale will be medicore and earning is so so, but the what's important is the fu ...
Roubini 发表于 2009-7-10 12:10