Barry Hyman
Barry Hyman
catalyst feeds parts pc quarter report sales second sector technology
Today, the catalyst in technology was the report that PC sales in the second quarter slowed. The PC sector feeds into the semiconductor sector, which feeds into other parts of technology.
commentary expected percent quarter seems
With an expected quarter percent rise, the commentary seems a little more hawkish than expected.
came companies cyclical problems quarter reacting
It's the companies that came through the quarter without any problems that are the ones reacting well and they're not as cyclical as some of the others.
numbers quarters reporting row skeptical
The numbers look good, but it's two quarters in a row that analysts are skeptical about how they're reporting their numbers.
bias portfolio quarter today tomorrow upside
The bias for today and tomorrow should still be to the upside because of the end of the quarter when you get portfolio adjustments.
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We've accepted the fact that the earnings growth for the quarter is around 20, 21 percent year-over-year for the S&P. But there's been this behind the scenes look or under the surface look at revenue. And we haven't got the best of forecasts for the second half of the year in many companies going forward. And if you don't have that pristine look -- where you come in this earnings season totally clean -- you've gotten battered. And I can't even name more than a handful of stocks that have come through.
change dominated expect federal percentage quarter reserve trading waiting
Trading is going to be dominated by waiting for the Federal Reserve Board. We still expect the Fed to go a quarter of a percentage point, and no change in language.
definitely disappoint huge next quarter reflected
You're really not going to see any huge disappointments next week. It's definitely winding down as we get to the end of the quarter and those that are going to disappoint are probably already reflected in the stock.
maintain market percentage point quarter whether wire
I think we're going to go down to the wire whether or not it's a half-percentage point (increase). If you want to maintain market stability, a quarter percentage point could keep the market at bay.
box business last model pc proves quarter versus works
I think this last quarter proves out that their business model works versus Gateway, versus Compaq, versus other PC box makers,
anywhere economic expected fourth gets gives negative quarter revised stays within
If the GDP gets revised downward, it's a negative for the markets. If it stays anywhere within the expected range, it gives credence to that the fourth quarter was some economic trough.
dressing gets last next quarter today window
Today is the next to last day of the quarter and window dressing gets more aggressive.
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The fourth quarter is going to be volatile and trying. I don't think the market has fully discounted all the negatives in front of it, including the hurricanes' impact on the economy, higher energy prices on corporate profits, and higher inflation.
corporate energy fourth front fully higher impact including market negatives prices quarter trying volatile
The fourth quarter is going to be volatile and trying, ... I don't think the market has fully discounted all the negatives in front of it, including the hurricanes' impact on the economy, higher energy prices on corporate profits, and higher inflation.