Ned Riley
Ned Riley
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I think people are anxiously awaiting the earnings reports, and what these companies have to say about demand for their business in the second half of the year.
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Today's market and the market in September reflect skepticism around the sustainability of this incredible trend in demand in the economy and tech products in particular, and also in profitability.
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It's surprisingly quiet, which is a good thing after Friday's rally. If you look at the mutual fund inflows, there's money coming into the market and demand is still strong.
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It's surprisingly quiet, which is a good thing after Friday's rally, ... If you look at the mutual fund inflows, there's money coming into the market and demand is still strong.
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We're just beginning to see justification for the market's rise, with the earnings that have already come in. The next test comes tomorrow, with the banks. People will be looking to see if loan demand in the economy has picked up.
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If the Fed is committed to slowing the economy, then I do think demand for technology will slow.
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What's going to be key over the next week and determine how stocks perform is the interplay of pre-announcements versus brokerage upgrades. The corporate news will become more relevant than the economic news as we get closer to the period of quarterly reporting.
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The rocky road to recovery has some potholes.
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These companies are boxed in by poor past forecasts and lack of visibility.
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These companies are actually growing, ... The whole group is growing somewhere between 10 and 13 percent relative earnings growth and the price-earnings ratios are about 13 to 14 times. It's one of the few groups out there that are actually selling at their growth rate in terms of price-earnings ratio. And, right now, it's strange -- people don't like the group. It isn't a hot group.
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The smartest thing a company can do is take anything that they think might be questionable and disclose it now,
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Things like Dell Computer or Microsoft or Cisco Systems, all have one characteristic: They have enough cash to go through a period like this and come out smelling like roses,
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The worst point of the tech cycle is probably upon us now, but the actual results and the commentary on earnings are no surprise. There's a selling exhaustion in regards to tech stocks. People are trying to focus on the road ahead. Looking forward; there is a lot of upside potential.
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Enron is providing the counterforce right now. It's undermining a number of industries such as utilities, banks, insurance and energy companies.