SivBum

Cisco: Becoming Too Big and Too Acquisitive for Its Own Good?

The market agrees...csco had a hohum yesterday after EA and now red today.

Earnings Reports Threaten to Deflate Balloon Boy Dow

Not all assets, forget those related to housing sector: home builders, furnitures, appliances, mortgage banks, commercial REITs. Also, after ramping up more than 50% since Mar 9th, the highly anticipated correction is due any time, in nominal terms.


On Oct 19 09:00 AM Faisal Humayun wrote:

> There is no doubt that the analyst earnings estimates for the next
> fiscal are way too optimistic...Thus, when Companies fall below these
> optimistic numbers, there is bound to be some correction in the markets...
>
>
> However, there is no concern of another big crash in the markets...At
> least in the forseeable future...The reason - ample liquidity to
> support almost all asset classes...
>
> Moreover, any weakness in the markets or the economy will be tackled
> by more quantitative easing or stimulus packages (which means more
> money to speculate in the markets)...So over long term, the Dow is
> set to go higher in nominal terms...

EDS Results Mask HP's Underlying Weaknesses Again

To compare apples to apples, I like see HP's Top/bottom lines for continual operations with and without EDS numbers.

Dow Member Year to Date Performance

Nice chart... NAS rules YTD as of today's close:

sym Today <---> Peak(Oct-07) <---> Low(Mar-09) <---> YTD Change
dow 8447.53 <---> -40.36% <---> 30.57% <---> -3.74%
nas 1835.04 <---> -35.82% <---> 45.00% <---> 16.36%
spx 919.33 <---> -41.26% <---> 37.87% <---> 1.81%

IBM's Moves into the Cloud Will Be Hard to Beat

and to think Larry Ellison of Oracle was mocking "Cloud Computer" a year or so ago:

www.google.com/search?...