Terry Ragsdale
Terry Ragsdale
consumers dire due earnings economies economy estimates following paint pulling pushing recovery scenario stocks taking
One can paint a dire scenario at one end of the spectrum, with consumers and corporations pulling in their horns, the U.S. economy going into recession, international economies following ... recovery pushing out to 2003, earnings estimates taking another big hit, and stocks due for a hammering.
confidence consumer labor recent seems statistics
Recent labor statistics were already a concern, and another down-leg in consumer confidence seems likely.
believe both community earnings improve improving intel investment market next pressures quarter sentiment share written
If Intel's market share should improve or even stabilize in the next quarter or two, we believe this would go a long way to improving sentiment on the stock. Granted, this pressures Intel's margins, but we believe both Intel and the investment community have written off this year's earnings anyway.
demand events following impact likely pc postponed recovery seems windows
Following the events of Sept. 11, it seems likely that the PC demand recovery will be postponed and the near-term impact of Windows XP diluted.
caught intel ourselves saying several
As we've caught ourselves saying of Intel several times recently: it could have been worse.