Diskussionsforum der stw-boerse: Strategiediskussionen: US-Tendenz: Archivierte Beiträge bis 25. Juli 2001
prof_b - Donnerstag, 12. Juli 2001 - 13:32
Schöne Ferien!
Prof

chinaman - Donnerstag, 12. Juli 2001 - 14:14
Auch von mir schöne Ferien ! Was machen die Versicherungen ???

:-)
Gruß
Chinaman

avalon - Donnerstag, 12. Juli 2001 - 14:47
Danke, danke - aber ich bin noch bis Mitte nächster Woche aktiv.

Versicherung ?

Reizt mich schon - die Prämie ist extrem billig geworden - ca. 80% down seit dem letzten Urlaub.

Aber eigentlich bin ich mit der Performance seit Jan. zufrieden und jetzt würde selbst ein Anstieg von 20-30% beim NM noch lange nicht das Gefühl hervor rufen etwas zu verpassen.

Beim letzten Mal bestand durchaus die "Gefahr", daß wir auf die 200Tage Linie rauf laufen, das hätte mich dann schon geärgert.

Na ja - vielleicht sollte ich trotzdem die Versicherung abschließen, bekanntlich freut man sich ja am meisten wenn man sie nicht braucht, also der Call kräftig verliert.

Dann gibt es noch viel mehr Schnäppchenkurse, das
wäre schon sehr erfreulich, viel erfreulicher als die paar Mark "Prämie"........."g"

Avalon

j_r_ewing - Donnerstag, 12. Juli 2001 - 15:24
zu Microsoft:

"einen einmaligen Aufwand von $2,6 Mrd. ..."

Mithin Schnee von gestern.

" Die operativen Zahlen sollen auf Höhe der Analystenerwartunegn veröffentlicht
werden. "

j_r_ewing - Donnerstag, 12. Juli 2001 - 15:26
Es hagelte Meldungen aus dem Einzelhandel:

6:18AM
Claire's Stores warns on weak sales (CLE) by Emily Church

Claire's Stores (CLE) is warning it expects second quarter earnings to
come in "well below" the retailer's estimate of 19 cents per share amid
weak sales. "At this time, we are not comfortable offering any additional
earnings guidance with regard to the second quarter," the company said.
Claire reported a 7 percent drop in same-store sales in June over last
year's period. The retailer made clear that it will continue running
promitions to move inventory.



6:35AM
Big Lots warns on Q2 sales (BLI) by Emily Church

Terming June sales "a disappointment," Big Lots (BLI) is warning it
expects second quarter sales to miss its plan, and that gross margins
could be impacted as it works to manage inventory levels. Big Lots, a
closeout retailer, said sales at stores open two years rose 2.3 percent in
June over last year's period. "June was a disappointing month for us,
particularly in relation to the momentum we experienced during the
months of April and May. Our miss to plan was primarily the result of a
general slowdown in traffic," the store said.


7:06AM
Goody's warns of fiscal Q2 loss (GDYS) by Emily Church

Goody's Family Clothing (GDYS) is warning it expects to post a
"substantial loss for the second quarter of fiscal 2001" as inventories
remain above plan despite its promotional efforts in June. The retailer said
June same-store sales fell 9.5 percent over last year's period, and that it
expects "to continue its promotional activities through the balance of the
summer selling season," leading to expectations for the loss for the
quarter. "We have begun to implement aggressive strategic initiatives in
virtually all areas of the Company, including merchandising, pricing, store
operations, and advertising and marketing," said Chair and CEO Robert
M. Goodfriend.


7:32AM
Pier 1 June same-store sales flat (BKST) by Emily Church

Pier 1 Imports (PIR) says June same-store sales were flat with the
year-ago period. The retailer said that inventory levels are on plan. "We
were pleased with the sales results this month. Sales continue to be very
promotional, and our clearance efforts have been successful with the last
week of the month the strongest," the company said.


7:30AM
Brookstone sees Q2 loss (BKST) by Emily Church

Brookstone (BKST) is expecting a second quarter loss per share to range
from 28 cents to 33 cents. For the full year, the specialty retailer is
targeting earnings from $1.80-1.85 per share. Growth in core product lines
has not been "sufficient to offset decreased consumer traffic and softer
than expected consumer demand for our other offerings. In addition,
revenues in our Direct Marketing channel dropped as a result of a planned
decrease in circulation," the company said. Brookstone is reporting
same-store sales for the first two months of the second fiscal quarter were
down 2.8 percent


7:21AM
Intimate Brand June same-store down (IBI) by Emily Church

Intimate Brands (IBI) is reporting a 2 percent decline in June same-store
sales over the year-ago period. Net sales totaled $486 million, down from
$504 million for the five-week period ended July 1, 2000, the retailer said.



7:49AM
Dollar General June same-store rises (DG) by Emily Church

Dollar General (DG) is reporting a 8.4 percent increase in same-store
sales in June. The company said it expects July same-store sales to
increase 6-8 percent. Dollar General is also expecting fiscal second
quarter same-store sales to increase 7-9 percent and that the retailer will
open 150-175 new stores and close 5-10 stores for the quarter and to
open 600-700 new stores and close 50-60 stores for the year.


7:47AM
Wal-Mart: 6.9% rise in same-store sales (WMT) by Julie Rannazzisi

Retail behemoth Wal-Mart (WMT) reported that its June same-store sales
rose 6.9 percent, with a 6.8 percent increase in the Wal-Mart division's
sales and a 7.1 percent climb in Sam's Club sales. Total sales for the
five-week period ending July 6 of $20.512 billion, an increase of 14.6
percent over the $17.897 billion in the same period last year. The Dow
company ended on Wednesday up 2.8 percent.


7:44AM
Sharper Image June sales below plan (SHRP) by Emily Church

Sharper Image Corp. (SHRP) is posting a 15 percent decline in June
same-store sales. Last year's sales data reflected strong Scooter sales.
Still, the June sales "were below our expectations," the company said.
Sharper Image is now expecting to see a net operating loss in the second
quarter of 30-33 cents a share. "We are on track to open 12 new stores
this year," the company said


7:38AM
Talbots reaffirms; flat same-store (TLB) by Emily Church

Retailer The Talbots (TLB) reaffirmed its expectations for earnings of 25-27
cents a share in the second quarter. The outlook is based on
expectations for flat to slightly higher July same-store sales. The
company posted a 0.2 percent decline in June same-store sales. "Our
June comparable store sales results were on plan and we are satisfied
with this performance," the company said.


8:11AM
J.C. Penney comfortable with estimates (JCP) by Julie Rannazzisi

J.C. Penney (JCP) told investors that it's "comfortable" with Wall Street's
current earnings expectations range of a loss of 20 to 25 cents per share
for the second quarter. The company saw a 3.8 percent increase in June
same-store sales, adding that sales were above plan each week in June,
benefiting from a strong Father's Day. The Plano, Texas-based retailer
said the best performing merchandise categories for the month were
women's apparel, home furnishings and men's apparel. Total department
store sales for June increased 1.2 percent to $1,229 million from $1,214
million in last year's June period. Shares ended up 1.4 percent on
Wednesday.


8:09AM
AnnTaylor lowers EPS projections (ANN) by Emily Church

AnnTaylor Stores (ANN) is lowering its target for earnings per share for
the second quarter to 20-24 cents, down from earlier expectations for
EPS of 28-32 cents amid expectations for same-store sales to decline
10-12 percent in the quarter. The retailer also lowered its projection for the
year to $2.16-2.20 from $2.24-2.28 a share. AnnTaylor posted a 12.3
percent decline in June same-store sales. "In June, the Ann Taylor client
did not respond well to an over-assortment of bare tops, and an
over-emphasis on fashion colors and prints. The division continued to
suffer from an under-emphasis on classic, versatile styles and
experienced a slowdown in store traffic," the retailer said.


8:34AM
Same-store sales slump at Gap (GPS) by Michael Baron

Gap (GPS) is reporting same-store sales fell 7 percent in June. Total sales for the five
weeks ended July 7 rose 12 percent to $1.3 billion from $1.1 billion in the same
period a year earlier. "June's total comp results met our expectations, but margins fell
well below plan for the month because of aggressive markdowns," said Chief
Financial Officer Heidi Kunz in a press release.


8:32AM
Sears reports flat June sales (S) by Tomi Kilgore

Sears, Roebuck & Co. (S) reported June sales of $2.8 billion, essentially in line with
sales reported in the comparable period a year ago. Same-store sales for the period
slipped 0.5 percent. The retailing giant added that it expects to report fiscal second
quarter earnings of 96 cents, which is in line with its previous expectations, as soft
revenue were offset by favorable margin performance. The stock closed Wednesday
up 57 cents at $41.62.

j_r_ewing - Donnerstag, 12. Juli 2001 - 15:40
An der Arbeitslosenfront höhere zahlen, aber nur wegen zyklischer Einflüsse(Atom-Werksferien); bereinugt: kaum mehr.

Sollte der Ölpreis wirklich unten bleiben, ist Inflation endgültig kein Thema mehr (unter verständigen Leuten).
[Was heißt "unten bleiben": entweder er bleibt im Korridor, dann kann er nur steigen - bis 30/32$ - , oder er bricht ein, dann fällt er bis 22$ (wo ihn dann wohl die OPEC auffangen wird).]
Der Bundeshaushalts-Überschuß ist immer noch die Kleinigkeit von 160 Mrd. $ - NACH Steuerkürzung von 65 Mrd. dieses Jahr.


8:30AM
Jobless claims surge on auto retooling by Rachel Koning

The number of Americans filing for first-time unemployment benefits surged in the
latest week, largely because the auto industry was laying off workers to begin its
summer retooling. Initial jobless claims rose 42,000 to 445,000 from the previous
week's upwardly revised 403,000, the Labor Department reported Thursday. A poll of
economists by CBS.MarketWatch.com expected the level to be little changed in the
latest period at 399,000. The four-week moving average - viewed as a more accurate
gauge of the labor market because it irons out seasonal fluctuations - rose 2,500 in
the latest week to 408,250. The four-week moving average was at a higher level
through much of June.
Separately, the good news on the inflation front continued with
the latest report on import prices. Prices on imported goods fell 0.5 percent in June,
thanks largely to cheaper energy, the Labor Department said in a separate release.




4:21PM
OMB sees surplus at $160B at least by Rex Nutting

The federal budget surplus is shrinking due to the economic slowdown,
but the White House's budget director said Wednesday the surplus will
total at least $160 billion in 2001. Mitch Daniels told reporters ahead of
his testimony at the Senate Budget Committee on Thursday that the
government won't need to tap the Social Security surplus, as Sen. Kent
Conrad, D-N.D., has warned. Daniels said the slowdown has reduced tax
revenue by 2 to 3% from earlier projections, but said spending has also
come in below forecasts. In April, the Congressional Budget Office
forecast a $275 billion surplus, but that was before the Congress ordered
$65 billion in tax cuts for this year. The Office of Management and Budget
had forecast a $284 billion surplus. The surplus totaled $236 billion in
2000.

j_r_ewing - Donnerstag, 12. Juli 2001 - 15:57
Nasdaq plus 65 - im Moment sieht damit das Ganze der letzten Tage ja mal wieder nach einem prachtvollen Fehlsignal aus...

Aber abwarten. Der Tag ist noch nicht vorüber.

j_r_ewing - Donnerstag, 12. Juli 2001 - 16:01
die Motorola-"Story"; und Yahoo :


6:51PM
Motorola helping Sprint expand network (MOT, FON, PCS) by Nicole
Maestri

Motorola (MOT) will provide the equipment and services for the next phase
of Sprint's PCS wireless network expansion, the companies said late
Wednesday. The value of the two-year contract is $200 million. Sprint
(FON) (PCS) said the deal is part of its plan to enhance its wireless PCS
network infrastructure and to migrate to 3G services.


5:45PM
Motorola loss a penny atop estimate (MOT) by Jennifer Waters

No surprises here: Motorola (MOT) reported a loss of 11 cents a share, or
$232 million, for the quarter, but slightly ahead of Wall Street's consensus
expectation of 12 cents a share. The technology giant said earnings were
squeezed by the slowdown in two of its largest divisions: hand-held
telecommunications and semiconductor chips. Motorola rang up sales of
$7.52 billion, down 19 percent from the $9.25 billion reported a year ago.
Chief Executive Christopher Galvin said he is "already seeing signs of
recovery" and expects to see a rise in customer demand, especially for
the new "2.5G" telecom products, in the third quarter. Semiconductors
should "resume a double-digit pattern next year," he said.


3:30AM
Motorola boosts European telecoms equipment makers (US:MOT,
US:NOK, US:ERICY, US:MONI, UK:MONI, US:ALA, FR:013000, SE:000010865,
SE:000053994) by Gareth Vaughan

Shares in European telecoms equipment makers such as Nokia
(US:NOK), Marconi (UK:MONI) and Alcatel (FR:013000) spiked in early
trade on Thursday after U.S. rival Motorola (US:MOT) released second
quarter earnings overnight that weren't as bad as feared. Nokia
(SE:000053994) rose 6.03 percent to ?21.97, Marconi (US:MONI)
climbed 4.93 percent to 111.75 pence and Alcatel (US:ALA) added 4.46
percent to ?18.72. Shares in Sweden's Ericsson (SE:000010865) haven't
opened for trading yet. Motorola was expected to report a loss of 12 cents
per share for the quarter, but instead said it lost 11 cents per share, or
$232 million. Sales fell 19 percent to $7.52 billion from $9.25 billion a year
ago. Motorola shares rose 7.5 percent in after-hours trading. Nokia and
Ericsson (US:ERICY) report second quarter results on July 19 and 20,
respectively. Technology sentiment also got a lift from chip group
STMicroelectronics (FR:012970) (US:STM). It reported second quarter
revenues in line with its previous, reduced, expectations but stressed that
it expected the chip industry to bottom out in the third quarter and recover
somewhat in the fourth quarter.




8:47AM
Motorola sees Q3 loss of 'several cents' (MOT) by Michael Baron

Motorola (MOT) is following its second-quarter report late Wednesday by issuing an
outlook for the second half this morning. The Schaumburg, Ill., diversified technology
firm said it expects "to incur a loss of several cents per share in the third quarter,
after pro forma adjustments." Analysts polled by First Call/Thomson Financial are
looking for breakeven results. Motorola is projecting a sales increase of 5 percent for
the September quarter. As for the fourth quarter, the company expects a sequential
sales increase of 5 percent to yield "slightly profitable" results, after pro forma
adjustments. The current consensus analysts' estimate for the period is for a profit of
11 cents. The shares closed Wednesday at $15.67, up 1.1 percent.


9:52AM
Motorola runs up to 4-month highs (MOT, ERICY, NOK, VOD, QCOM) by Tomi Kilgore

Shares of Motorola (MOT) is charging $1.48, or 9.4 percent, to $17.15, a level not
seen since Mar. 8. Late Wednesday, the company reported a second-quarter loss of
$232 million, or 11 cents a share, beating the average analyst estimate compiled by
First Call/Thomson Financial by a penny. Sales declined 19 percent from the same
period a year ago to $7.52 billion. Chief Executive Christopher Galvin said he is
"already seeing signs of recovery" and expects to see a rise in customer demand,
especially for the new "2.5G" telecom products, in the third quarter.

4:37PM
Yahoo Q2 bests estimates (YHOO) by August Cole

Yahoo reported a second-quarter profit of 1 cent a share and revenue of
$182.2 million, besting Wall Street's break-even per-share expectation
and revenue target of $175 million. Last year, the Santa Clara,
Calif.-based Internet portal operator said it earned 11 cents a share during
the second quarter, when quarterly revenue hit $273 million. Yahoo also
held to its full-year profit targets. The company also announced new
executives in Asia and Europe. Yahoo (YHOO) shares had ended the day
down 4.5 percent to $17.03.

j_r_ewing - Donnerstag, 12. Juli 2001 - 16:06
Eigntlich ist das Motorola-Ergebnis ja ziemlich besch...eiden: grad mal einen popligen Cent oberhalb der (reduzierten) Erwartungen - aber einen Umsastzverlust von 20%...

Bemerkensswert aber (und wohl der Frund für die eitel Wonne am Markt) die Äußerung des Bosses: "already seeing signs of recovery" usw.

j_r_ewing - Donnerstag, 12. Juli 2001 - 16:42
Ähnlich bescheiden das Yahoo-Ergebnis.
Die einzige "positive" Zahl ist die Mindestmenge von 1 c statt eines Null-ERgebnisses (wie erwartet).

Daß die Gemeinde darüber, und daß das Management bei seiner bisherigen Vorausschau bleibt, in Euphorie ausbricht, scheint mir doch zu zeigen, wieviel Pessimismus da in der allgemenien Erwartungshaltung steckt.

j_r_ewing - Donnerstag, 12. Juli 2001 - 16:46
Auch die US-"Sozialversicherung" (ohne Gänsefüßchen kann man das gar nicht schreiben) scheint derzeit nicht finanziell bedroht :


10:14AM
OMB's Daniels: No Soc. Sec. threat by William L. Watts

White House Office of Management and Budget Director Mitch Daniels told the
Senate Budget Committee Thursday that the Social Security trust fund won't be
threatened by the economic slowdown. The committee's chairman, Sen. Kent
Conrad, D-N.D., contends that slowing revenues could force the government to dip
into the Medicare trust fund this fiscal year and possibly the Social Security trust
fund next year. Daniels, in prepared testimony, said the Social Security trust fund is
protected by a "strong agreement" to maintain large surpluses equal to the size of
the Social Security trust fund. He disputed assertions the Medicare trust fund is
under threat, saying that Conrad's figures were based on "artificial targets."

j_r_ewing - Donnerstag, 12. Juli 2001 - 17:07
Jetzt scheint er müde zu werden. Mehr als 80 Punkte (Nas) scheint er doch nicht zu schaffen.

j_r_ewing - Donnerstag, 12. Juli 2001 - 17:20
Ah, es ist mal wieder soweit: da kocht mal wieder jemand den alten Heuler Argentinien aus :

3:13PM
Fitch downgrades Argentina's debt by Julie Rannazzisi

Rating agency Fitch downgraded Argentina's sovereign ratings to "B-"
from "B+." In addition, Fitch assigned a "negative rating outlook" on the
country. "The Argentine authorities have thus far failed to shore up
domestic and foreign investor confidence necessary to bring interest rates
down in a sustained fashion; prospects for economic recovery remain
distant while the scope for stringent cuts in public spending is constrained
by the difficult political environment," Fitch said in a research note.
Against this backdrop, Fitch said public debt dynamics remain on an
u"nsustainable path that imperils the capacity of the Argentine
government to meet its debt obligations." The rating agency said public
debt could exceed 55 percent of GDP by the end of the year compared to
more than 50 percent in 2000 and 40 percent in 1997.

j_r_ewing - Donnerstag, 12. Juli 2001 - 21:53
Doch noch mal Schwung reingekommen in der letzten Stunde. Jetzt steht eine Hürde bei 2080 bevor:

3:17PM
Nasdaq approaches 'gap' resistance ($COMPQ) by Tomi Kilgore

The Nasdaq Composite ($COMPQ) is now up 97.15 points at 2,069.19, taking back
more than half what it has lost since the start of the month. After reaching an intraday
high of 2,181.05 on July 2, the tech-burdened index fell to a low of 1,934.67 on
Wednesday, making the halfway-back point 2,057.86. Resistance sits close by at
the July 5 intraday low of 2,079.83, which is the top of the gap in the charts made by
the July 6 slide. According to chart watchers, resistance there would be negated with
a close above that level.

mib - Donnerstag, 19. Juli 2001 - 16:36
Das scheint mir eine sehr wichtige und erfreuliche Meldung zu sein:

briefing.com:
09:41 ET SUNW/CSCO Talk : Sources at Banc of America Securities telling us that one of their analysts commented this morning that Sun Micro (SUNW 14.66 +0.67) and Cisco (CSCO 17.82 +0.67) told contract manufacturer Sanmina (SANM 18.40 +0.59) to prepare to ramp production in Q4.

Mib

j_r_ewing - Donnerstag, 19. Juli 2001 - 21:06
Was denn - mitten in einer BAISSE... ?? :-)))

j_r_ewing - Donnerstag, 19. Juli 2001 - 21:25
Wie die Halbleiter-Ausrüster sich "zwischen Mai und Juni" das Weitere vorstellten :


SEMI ANNOUNCES MID-YEAR CONSENSUS FORECAST FOR CHIP EQUIPMENT
INDUSTRY

Semiconductor Equipment Companies Expect $31 Billion Market in 2001

SAN FRANCISCO, Calif., July 16, 2001 -- The leading manufacturers of semiconductor
equipment expect the industry to decline 35 percent from the record $47.7 billion posted in 2000,
according to the mid-year edition of the SEMI Capital Equipment Consensus Forecast, released
here today by Semiconductor Equipment and Materials International (SEMI) at the annual
SEMICON West exposition.

Survey respondents anticipate the industry to ship $31 billion of new chip manufacturing, testing and
assembly equipment in 2001. The forecast also indicates that the capital equipment market will grow
11.6 percent in 2002, to reach $34.6 billion; and 22.5 percent in 2003 to $42.4 billion.

"Chip manufacturing capacity was being added at accelerated levels last year because PC, cell
phone, telecommunication and network communication markets were expected to grow through
2001. Weakness in these end markets led to an over-capacity situation and chip makers stopped
ordering new high-tech manufacturing equipment," said Stanley Myers, president and CEO of
SEMI, speaking today at the SEMICON West press conference. "The SEMI Consensus Forecast
results project 2001 to be the largest annual percentage decline for the equipment industry. Yet, they
also suggest this year will be the second greatest year for industry revenues."

The SEMI Consensus Forecast includes input from 71 of the trade association's member companies
in the United States, Europe and Japan. The forecast results are based on data collected between
May and June 2001 by the SEMI Industry Research and Statistic department. Responding
companies represent more than 85 percent of the total sales volume for the global semiconductor
equipment industry.

Based in San Jose, Calif., SEMI is an international industry association serving more than 2,400
companies participating in the semiconductor and flat panel display equipment and materials markets.
SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore,
Tokyo and Washington, D.C. For more information, visit SEMI on the Internet at www.semi.org.

j_r_ewing - Mittwoch, 25. Juli 2001 - 03:40
Eiwei, heute scheint es ja nun doch in die Hosen gegangen zu sein. Der Nasdaq konnte die ca. 1980 nicht halten, der SPX die entsprechenden 1190..85 nicht.Am meisten sank der Dow, obwohl hier gar keine Firma einen Gewinneinbruch meldete.

Dabei meldeten selbst die chronisch skeptischen Leute von briefing: "Overall, it was not a terrible earnings day as most companies met consensus. However, enough companies cautioned about the second half of the year to keep buyers on the sidelines all day. "

Gestern meldete UBS Warburg noch Rekord-Pessimismus:
"The Index of Investor Optimism dropped 22 points to 82 in July, the lowest level since the index was established in October 1996. " Aber nicht mal das scheint noch zu helfen ! 8-(((

Könnte gut sein : man schob div. Schwächeanfälle auf Greenspans Rede - dabei hatte er gar nichts Nachteiliges gesagt: "Greenspan testified in front of the
Senate this morning. It was strange because the market traded down
sharply a couple of times during his testimony. Traders said it was
Greenspan, but nobody could point to a specific discouraging
statement. his comments were relatively uneventful...."[briefing])
Momentan scheint der Markt ALLES üblzunehmen.

Andererseits gibt es punktuell auch Ausbrüche (fragt sich, wie dauerhaft): erstaunlich, wie die Leute z.B. auf das Ergebnis von Digital River abfuhren: 5c Verlust (schöngerechnet), deutlich besser als erwartet, bei verdoppeltem Umsatz. Klingt ja schön; aber im nächsten Quartal erwartet man bei +5% Umsatz sage und schreibe 4c Verlust (schöngerechnet), um dann im vierten Quartal satte 2c Gewinn einzufahren (wohl auf derselben Basis). (Na, wenn das mal hinhaut - bei den engativen Umfeld, wie es laufend beschworen wird...) Bei dem Tempo (und Umfeld) brauchen die noch Jahre, um auf eine normale Bewertung zu kommen, sprich das wert zu sein, was sie heute kosten. Aber der Markt jubelt: +20%.

Also wenn nicht sehr schnell wieder ein kleines Wunder passiert wie vor zwei Wochen, die diesen Tag zu einer Bärenfalle machen (das wäre mal wieder ein Versagen der Charttechnik), dann wäre das nächste Ziel der Test der Tiefstpunkte.

Gruß
JR :-(((

mib - Mittwoch, 25. Juli 2001 - 15:29
J.R.: DRIV wird das schaffen, - das ist eine aeusserst faehiges Management, das bisher alles richtig gemacht hat und "einfach" mit in den Sog des abstuerzenden dot.coms geraten ist. Ich schau mir die seit 2 1/2 Jahren (und hatte sie vor undenklichen Zeiten mal von 32 bis 41 Eu "getraded").

Dem US-Markt gefaellt nicht, dass zwar die Zahlen nicht so schlecht sind (wieso sollten sie auch, nachdem alle Unternehmen ihre Prognosen drastisch reduziert hatten), sondern dass die meisten sagen, in Q3 werde es wohl NOCH schlechter. Hinzu kommt die katastrophale Auftraglage bei den Halbleiter(ausruestern), der Absturz der DRAM-und Flash-Memory-Preise (DRAM-Produktion ist zur Zeit nicht mehr kostendeckend!!!), der Preisverfall der Energy&Utility&Drug stocks, die anhaltende Flaute bei den Telecomausruestern und fibreoptics Aktien (hier gibt's ja nun rein gar nix Positives zu berichten, - noch nicht mal die Lagerbestaende werden richtig kleiner!) und Greenspans nun gar nicht so optimistische Einschaetzung der naechsten 6 bis 9 Monate. Ausserdem ist jetzt Sommer und alle haben sowieso Angst, dass Sept. bis November wieder GRAUSAM fuer die Boerse wird,... und die Wildschweine hatten auch irgendwas Komisches gefressen....

Gruss - Mib

Wo sollte denn da

mib - Mittwoch, 25. Juli 2001 - 15:30
ich tippe einfach schneller als ich es kann - Sch*** Ochtokravieh...

Diskussionsforum der stw-boerse: Strategiediskussionen: US-Tendenz: Archivierte Beiträge bis 25. Juli 2001