Barry Hyman
Barry Hyman
abandoning companies count economic estimates half happening looking match missed people point reality second wrong
I think people are just abandoning technology, especially when you can't count on a 'Nokia' that hasn't missed (expectations) in years. The point is that there's nothing wrong with these companies - what's wrong is that analysts were not looking at the second half of the year. What's happening now is estimates are going to come down to match the reality of the economic situation.
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.
accept bear fed half influence market second stocks technology until
The CPI will still have an influence on the Fed meeting. You are in a bear market in technology stocks and you'll have to accept that. You're not going to get anything significant until the second half of the year.
accept bear fed half influence market second stocks technology until
The CPI will still have an influence on the Fed meeting, ... You are in a bear market in technology stocks and you'll have to accept that. You're not going to get anything significant until the second half of the year.
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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.
absolute beyond economy-and-economics forward giving half reflection says second suspicion
The reflection of what Cisco says is an absolute reflection of the economy. If Cisco is giving this forward look beyond the first quarter, then the suspicion of a possibility for a second half upturn may not be as evident.
beyond concerned earnings market progress remains second
The market remains concerned with the progress of the earnings beyond the second quarter.
band break extremely few last narrow stuck
We've been stuck in an extremely narrow band for the last few weeks, and this could break us out.
close curve deal extremely federal high hope market meeting next note rally recession reserve slowing until worried yield
It was unanimous we'd have a year-end rally until the yield curve inverted. We wanted to close the market on a high note this year, but now we're worried that the 2006 market will have to deal with this. The next Federal Reserve meeting will be extremely critical. We have to hope this isn't predictive of a recession or a slowing economy.
positive provide typical
It was a little better than a typical September, but it didn't provide any big positive surprises.
businesses collapsed investor losing tech
These companies' businesses haven't collapsed like tech companies' did. But they've withered and they're losing their reputations and their investor bases.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based. Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based, ... Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
companies demand equipment means side situation
The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,