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THE
"DAILY BREAD" FOR THE MARKET
Daily
Morning Insights on the Market
<---D350--->
MARKET
SUMMARY FOR TUESDAY JANUARY 2ND. 2001
DOW INDUSTRIAL: 10646.15 = -140.70
NASDAQ: 2291.86 = -178.66
S & P 500: 1283.27 = -37.01
MOST
ACTIVE STOCKS & SECTORS
The markets closed lower on the first trading
day of year 2001. Technology stocks sustained
heavy losses on earnings concerns. Today's economic
data wasn't of comfort to investors either.
The NASDAQ had a heavy trading volume of over
1.938 billion shares. Gainers included: Airgas
inc, Applied Materials, AT&T, Cohesant Technology,
Collagenex, Collateral Therapeutics, Costco
Wholesale, Dell, Federal Mogul, Glia Technology,
Greg Manning, Grupo IMSA, IBP inc, Integrated
Measurement System, Intel, Interlinq, Interphase
Corp, Intertrust Technology, Manatron inc, McMoran
Exploration, Metrologic Instruments, Neff Corp,
N-Viro International, Pfizer, Philip Morris,
SBC Communications, Smartdisk, Sola International,
Superior Telecom, Telekom Austria, Ultima Software,
Wal-mart, Worldcom, Xerox Corp, and Xybernaut
Corp.
MAIN
REASONS FOR ACTIVITY
- The
National Association of Purchasing Managers
(NAPM) reported that its NAPM Index dropped
to 43.7 in December, well below what
economists expected, and the lowest levels
since 1991 - Any point above 50 is an expansion.
The Prices Paid, Supplier Deliveries, and
New Orders Indices all closed higher, while
New Orders, Production, Backlog of Orders,
Inventories, Employment, and Imports indices
all closed lower. What does this mean? It
shows the economy is slowing, but not to
a recession as most have been claiming.
Visit our Federal
Reserve Monetary Policy Analysis page
to read more. Also, visit our expanded message
boards to discuss this topic or any other
business topic by clicking here.
- SPECIAL
ANNOUNCEMENT: Due to family medical problems,
we have put our business operations up for
sale with WebMergers.Com.
We can also be found at BizBuySell.Com
Online Properties unit, a new service
run with WebMergers.Com. We are a family
run operation that owns this web portal.
The UK and Ireland portal will be in beta
testing hopefully before the end of November.
We also own over 70 other domain names of
influential financial services companies
we acquired to set up a financial complaint
site (it is legal to use these names to
set up a complaint site, but not to resell
to these companies in hopes of making a
profit). To view the domain names, click
here. Please
pass the word around about this announcement.
We will miss you all. We can be contacted
by visiting Contact
Information page.
- AT&T
gained 5.80% after announcing that it will
raise cable services prices 4.8% on the
average in February. AT&T also announced
it has completed the transfer of cable assets
with Comcast. Comcast closed lower.
- Technology,
Internet related and storage companies Analog
Devices, Inktomi, EMC Corp, Veritas Software,
and Network Appliance sustained heavy losses
due to downgrades from Robertson Stephens
on earnings concerns. Inktomi was also downgraded
by Henry Blodget of Merrill Lynch. These
actions took down Internet and network related
stocks.
- Apple
Computer closed unchanged despite announcing
price cuts on its products up to $1000.
- US
Crude Oil prices gained 46 cents a barrel
on the NYMEX to close at $27.21/barrel after
leading OPEC producer Saudi Arabia called
on other cartel members to cut production
so as to prop sliding oil prices.
- US
30 year Treasury Notes yields dropped as
funds rotated to the bond market and bided
prices up.
- GE
lost 8.74% on news that the US Government
is investigating its lucrative Aircraft
Engines due to its break up problems.
- AFTER
CLOSE: Integrated Measurement Systems, which
closed up 10.24% in regular trading, is
losing in after hours trading after issuing
an earnings warning for the current fiscal
quarter.
- AFTER
CLOSE: Efficient Networks is extending its
losses in after hours trading after announcing
that its fiscal Q2 revenues will be about
$100 million to $102 million short of Wall
Street estimates.
- NEW
SERVICE: Our United Kingdom and Ireland
subsidiary BusinessJeeves
UK & Ireland. decided to start covering
the London Stock Exchange TODAY January
2nd. 2001. We are confident, the quality
of our content will keep you coming back.
Be advised, this is a late edition daily
column.
- JOIN
THE DISCUSSIONS: Due to the immense popularity
this column has received recently, and the
willingness of our guests to communicate
with each other, we have expanded our message
boards so as to serve you better. Please
check out (and post on) our NEW expanded
message boards here.
PICKS FOR THE NEXT MARKET DAY
REASONS
BEHIND THE PICKS
-
We expect the markets to open the next year
on a high note. We do expect stocks to struggle
the most of January until the Federal Reserve
action at the end of the month. By the way,
NO! WE ARE NOT YET IN A RECESSION.
-
Be on the lookout for more technology stocks
rally and stock buybacks from technology
and Internet powerhouses like AOL, Ariba,
Inktomi, Microsoft, Nortel Networks, PMC-Sierra,
Qualcomm, Yahoo!, etc.
- BARGAINS
ANYONE?
- REITERATION:
The battered Technology, Internet, and Biotechnology
stocks ARE very attractive now. Non-PC chip
makers, and networking gear companies especially.
We are still holding our picks though. Give
us your views on this observation
here.
- STOCKS
TO WATCH NEXT MARKET DAY: Technology Biotechnology,
and Internet Infrastructures stocks are
a bargain.
- Check
out our Quarterly
forecasts for other picks.
NASDAQ:
Technology, Biotechnology, Telecommunications,
and some Internets will gain. Companies like:
3 Dimensional, Accelerated Networks, Act Networks,
Active Power, Advanced Electronic Support Products
(AESP), Advanced Power Technology, Akamai Technology,
Alamosa PCS, AlpNet, Altera, Alysis Technology,
Amdahl, American Medical Systems, Amgen, Amtech
Systems, Anaren Microwave, Andover.Net, Apple,
Applied Materials, Applied Molecular, Arena
Pharmaceuticals, Argonaut Technologies, Ariba,
Ariad Pharmaceuticals, Ariel Corporation, Arrowpoint,
Art Technology Group, Ask Jeeves, Atherogenics,
AudioCodes Ltd., Avanex Corp., Avici Systems,
Axent Technology, Be Incorporated, Biospherics,
Bruker Daltonic, Calypte Biomedical, Cavion
Technology, Cellular Technical, Centillum Communications,
Centra Software, Centura Software, Charter Communications,
Chordiant Software, Cisco Systems, Clarus Corp.,
ClearNet Communications, CMGI, Cobalt Networks,
Comdisco, Commonwealth Biotechnologies, Compugen,
Concurrent Computer, Convergent Group, Copper
Mountain Networks, Corio, Corvis, Covad Communications,
Cyber-Care, Cygnus, Cytogen Pharmaceutical,
Dallas Semiconductor, Decode Genetics, Dell,
DeltaGen, Disc, Discovery Partners International,
Dyax, ebay, Ecogen, Efficient Networks, Elan
Corp. PLC, Emerge Interactive, Entravision Communications,
Epicor Software, E-piphany, ePlus, Equinix,
Ericsson, Esperion Therapeutics, EuroWeb, Excite@Home,
EXE Technologies, Exfo Electro-Optical Engineering,
Evolve Software, Evolving Systems, Finisar,
Floware Wireless, Foundry Networks, FreeMarkets.Com,
Genaissance Pharmaceuticals, Genzyme Molecular
Oncology, GeoWorks, Giganet Wireless, Gilead
Sciences, Glenayre Technologies, GRIC Communications,
Hytek Microsystems, iBasis, II-VI inc., Ilex
Oncology, Illumina, Immunex, Impath, Impsat
Corp., Incyte Genomics, Informix, Infosys Technologies,
Inktomi, Inspire Pharmaceuticals, inSilicon,
Integrated Telecom Express, Intel, Intermedia
Communications, Internet Capital Group, ISTA
Pharmaceuticals, JDS Uniphase, Keryx Biopharmaceuticals,
Juniper Networks, Kana Communications, Large
Scale Biology, Lattice Semiconductor, Legato
Systems, Liberate Technologies, LifeMinders,
Linear Technology, Lion BioSciences AG, Looksmart,
Luminex, McData, McLeodUSA, The Medicines, Metasolv
Software, Methode Electronics, Metricom, Metrix
One, Metron Technology N.V., Microsoft, National
Security, Neoforma.Com, Net2Phone, NetSilicon,
Netsolve, Network Commerce, Network Computing
Devices, New Tel, Neurobiological, Nhancement
Technology, Niku Corp, Novellus System, Numerical
Technologies, Omnivision Technology, ONI Systems,
Onvia.Com, OpNet Technologies, Optelecom, Opus360,
Oracle, Pac-West Telecomm, Paging Network, Pain
Therapeutics, Palm, Panja, Peco II, Pegasystem,
Pemstar, PFS Web, Phone.Com, PMC-Sierra, Portal
Software, Precis Software, Qualcomm, Qualstar,
Quantum Effect Devices, Redback Networks, Red
Hat, Regenerate Technologies, Repeater Technologies,
Resonate, RiverDeep Group Plc., Robocom, Rosseta
Inpharmatics, Saflink, Sage, Sanchez Computer
Associates, SDL inc., Sequenom, Silicom Ltd.,
Siliconix, Smith Micro Software, Societe Europeene
Communication S.A., SonicWall, Sonus Networks,
Stanford MicroDevices, StorageNetworks, Stem
Cells, Sun Microsystems, Sunrise Telecom, Support.Com,
Sybase, Sycamore Networks, Synaptic Pharmaceuticals,
Talarian, Target Genetics, TCSI, Tegal Corp.,
Telecommunications Systems, Telik, Telular Corp.,
Terra Networks SA, TransGenomic, Trega Biosciences,
Tripath Technology, TriTel, Triton Network Systems,
Turnstone System, Tyler Technologies, UTStarcom,
Va Linux, Variagenics, Venture Catalyst, Versata,
Versicor, Vertel Corp., ViaNet.Works, Virage,
Vitesse Semiconductor, V One Corp., WebMethods,
Webex, Witness System, WJ Communications, WorldCom,
Xicor, Xilinx, Yahoo! and Zebra Technologies.
NYSE:
Telecommunications, Retailing, Utilities,
Banking, and Technology stocks like: 3Com, Aetna,
Agilent Technologies, Alcatel, AMD, AOL, American
Express, Analog Devices, Applied Biosystems,
AT&T, AT&T Wireless Group, Bank of America,
Bank One, Bausch & Lomb, Bell Atlantic,
Benchmark Electronics, BP Amoco, British Telecom
(BT), Cable & Wireless, C&D Technology,
Celestica, Celera Genomics, Charles Schwab,
Chase, Check Point, Chevron, Cigna, Citigroup,
Compaq, Computer Associates, Convergys, CTS
Corp., Dominion Resources, Donaldson Lufkin,
Dow Chemical, Dot Hill Systems, E.I. Dupont,
El Paso Energy, EMC Corp., Exxon Mobil, Federated
Dept. Stores, Fifth Third Bank, FirstStar Bank,
GE, GTE, Halliburton, Hewlett Packard, Hitachi,
Home Depot, H Power Corp, IBM, Infineon,
JC Penney, John Hancock, Johnson & Johnson,
JP Morgan, Kmart, Kroger Co, Legg Mason, Lucent
Technologies (LU), Manufacturer's Services Ltd.,
Medicis Pharmaceuticals, Merck & co., Merrill
Lynch, Micron Technology, Morgan Stanley Dean
Witter, Motorola, National Semiconductor, Newbridge
Network, Nortel Networks, PE Corp, Pfizer, Philip
Morris, Price Communications, Provident Bank,
Prudential, Safeguard Scientifics, SBC Communications,
Schering-Plough, Schlumberger, Silverline Technology,
Sprint, Sprint PCS, STMicroelectron, Sungard
Data System, Texas Instruments, Transocean Sedco
Forex, Tyco International, Unisys, Viasystems
Group, Videsh Sanchar Nigam Ltd, Vishay Intertechnology,
Wal-Mart, Warner Lambert, Wells Fargo, Xerox,
and ZDNet will do well.
<---D349--->
MARKET
SUMMARY FOR FRIDAY DECEMBER 29TH. 2000
DOW INDUSTRIAL: 10786.85 = -81.91
NASDAQ: 2470.52 = -87.24
S & P 500: 1320.28 = -13.94
MOST
ACTIVE STOCKS & SECTORS
The markets closed lower on the last trading
for year 2000. Technology stocks were under
pressure as investors sold stocks at a loss
to take tax shelters. The NASDAQ had a
heavy trading volume of over 2.534 billion shares,
as the exchange lost 39.2% for year 2000, its
biggest yearly lost in its 3 decade history.
Gainers included: AAR Corp, Acceptance Insurance,
Alpine Group, Apple, Applied Microsystems, AT&T,
AT&T Wireless, Berkshire Hathaway, Bigstar
Entertainment, Bingham Financial, Cendent Corp,
CKE Restaurants, Conseco, Covad Communications
Group, Creative Host Services, DLJ Direct, Edition
International, Escalon Medical Group, Excite@Home,
FashionMall.Com, Federated Department Stores,
Finova Group, Geoworks Corp, Giga Information
Group, GP Strategies Corp, Grill Concepts, Ha-Lo
Industries, InfoSpace, Interland, Intermedia
Communications, Keithley Instruments, Kmart,
Lucent Technologies, Net 1 Security, Network
Associates, Network Engines, Nortel Networks,
Omega Healthcare, Pfizer, PG&E, RF Monolithics,
Rite Aid, Sheldahl Co, Sprint PCS Group, Standard
Motor Products, Teledyne Corp, Union Pacific
Corp, Vertel Corp, Vitro S.A., Wal-mart, Weblink
Wireless, Worldcom, and WR Grace & Co.
MAIN
REASONS FOR ACTIVITY
- WEEKEND
NEWS: Tyson Foods announced on Monday (New
Year's day) that it is paying $3.2 billion,
or $30/share in cash and stocks to acquire
the world's largest beef producer IBP.
- WEEKEND
NEWS: DaimlerChrysler CEO Juergen Schrempp
told a German magazine that it will take
2 to 4 years to restructure its US Chrysler
division. DaimlerChrysler closed up 3% on
Friday.
- The
The New York Purchasing Managers Association
reported that its New York PMI Index for
December to 289.0 from November's 291.5
levels. New York City area business activity
slowed for the first time since January
1999.
- Economy.Com
reported that its Online Help Wanted Index,
a good measure of white collar employment
activity, declined to 115.6 for the week
ending December 23rd. The 4-week and 12-week
moving averages all declined.
- US
Help Wanted Index for November eased 4 points
to 75. East South Central US saw a rise,
Pacific and Mid Atlantic held steady, while
the rest of the country declined.
- The
Chicago Purchasing Manager's PMI Index rose
3 points in December to 44.7 - Any point
above 50 is an expansion. The Production
index rose to 50.8, New Orders rose to 41.6,
Prices Paid index rose to 61.0, and Employment
rose to 44.9. Order Backlogs dropped to
32.2, Inventories dropped to 36.8, and Supplier
Deliveries dropped to 49.2. What does this
mean? It shows the economy is slowing, but
not to a recession as most have been claiming.
Visit our Federal
Reserve Monetary Policy Analysis page
to read more. Also, visit our expanded message
boards to discuss this topic or any other
business topic by clicking here.
- SPECIAL
ANNOUNCEMENT: Due to family medical problems,
we have put our business operations up for
sale with WebMergers.Com.
We can also be found at BizBuySell.Com
Online Properties unit, a new service
run with WebMergers.Com. We are a family
run operation that owns this web portal.
The UK and Ireland portal will be in beta
testing hopefully before the end of November.
We also own over 70 other domain names of
influential financial services companies
we acquired to set up a financial complaint
site (it is legal to use these names to
set up a complaint site, but not to resell
to these companies in hopes of making a
profit). To view the domain names, click
here. Please
pass the word around about this announcement.
We will miss you all. We can be contacted
by visiting Contact
Information page.
- FashionMall.Com
gained 59.04% on news that GenesisIntermedia
is offering $7/share for the company. FashionMall.Com
closed up at 4 1/8, while GenesisIntermedia
lost.
- Weblink
Wireless gained 71.88% on news that it expects
funding that will take it through year 2001.
- Sprint
PCS Group gained 4.47% after Raymond James
upgraded it to a "strong buy"
recommendation.
- Keithley
Instruments gained 14.26% after reiterating
its fiscal 2001 outlook.
- Web
hosting stocks did very well.
- Escalon
Medical gained 10.34% after the FDA approved
the use of its digital camera to diagnose
eye problems.
- Inktomi
and CacheFlow lost 10.90% and 18.99% respectively
after Bear Stearns analyst Robert Fagin
downgraded these stocks to "attractive"
and "neutral" recommendations
respectively.
- Bond
prices slumped and pushed yields up, while
Crude Oil prices closed lower.
- BigStar
Entertainment gained 33.33% after announcing
that it is selling its direct marketing
unit Advaya to Expression Engines.
- Conseco
and Finova Group gained 14.67% and 45.45%
respectively on news that super investor
Warren Buffet's Berkshire Hathaway has bought
hundreds of millions of dollars worth of
these financial companies high yield (Junk)
bonds. Berkshire gained 1.87%.
- US'
4th largest steel company LTV Corp. announced
today that it has filed for chapter 11 bankruptcy
protection. LTV Corp closed unchanged.
- NEW
SERVICE: Our United Kingdom and Ireland
subsidiary BusinessJeeves
UK & Ireland. will start covering
the London Stock Exchange the First Saturday
in January 2001. Expect the same high quality
content like what we provide on this site.
- JOIN
THE DISCUSSIONS: Due to the immense popularity
this column has received recently, and the
willingness of our guests to communicate
with each other, we have expanded our message
boards so as to serve you better. Please
check out (and post on) our NEW expanded
message boards here.
PICKS FOR THE NEXT MARKET DAY
REASONS
BEHIND THE PICKS
-
We expect the markets to open the next year
on a high note. Never forget, most of the
selling today was for tax shelter purposes.
We do expect stocks to struggle the most
of January until the Federal Reserve action
at the end of the month. By the way, NO!
WE ARE NOT YET IN A RECESSION.
-
Be on the lookout for more technology stocks
rally and stock buybacks from technology
and Internet powerhouses like AOL, Ariba,
Inktomi, Microsoft, Nortel Networks, PMC-Sierra,
Qualcomm, Yahoo!, etc.
- BARGAINS
ANYONE?
- REITERATION:
The battered Technology, Internet, and Biotechnology
stocks ARE very attractive now. Non-PC chip
makers, and networking gear companies especially.
We are still holding our picks though. Give
us your views on this observation
here.
- STOCKS
TO WATCH NEXT MARKET DAY: Technology Biotechnology,
and Internet Infrastructures stocks are
a bargain.
- Check
out our Quarterly
forecasts for other picks.
NASDAQ:
Technology, Biotechnology, Telecommunications,
and some Internets will gain. Companies like:
3 Dimensional, Accelerated Networks, Act Networks,
Active Power, Advanced Electronic Support Products
(AESP), Advanced Power Technology, Akamai Technology,
Alamosa PCS, AlpNet, Altera, Alysis Technology,
Amdahl, American Medical Systems, Amgen, Amtech
Systems, Anaren Microwave, Andover.Net, Apple,
Applied Materials, Applied Molecular, Arena
Pharmaceuticals, Argonaut Technologies, Ariba,
Ariad Pharmaceuticals, Ariel Corporation, Arrowpoint,
Art Technology Group, Ask Jeeves, Atherogenics,
AudioCodes Ltd., Avanex Corp., Avici Systems,
Axent Technology, Be Incorporated, Biospherics,
Bruker Daltonic, Calypte Biomedical, Cavion
Technology, Cellular Technical, Centillum Communications,
Centra Software, Centura Software, Charter Communications,
Chordiant Software, Cisco Systems, Clarus Corp.,
ClearNet Communications, CMGI, Cobalt Networks,
Comdisco, Commonwealth Biotechnologies, Compugen,
Concurrent Computer, Convergent Group, Copper
Mountain Networks, Corio, Corvis, Covad Communications,
Cyber-Care, Cygnus, Cytogen Pharmaceutical,
Dallas Semiconductor, Decode Genetics, Dell,
DeltaGen, Disc, Discovery Partners International,
Dyax, ebay, Ecogen, Efficient Networks, Elan
Corp. PLC, Emerge Interactive, Entravision Communications,
Epicor Software, E-piphany, ePlus, Equinix,
Ericsson, Esperion Therapeutics, EuroWeb, Excite@Home,
EXE Technologies, Exfo Electro-Optical Engineering,
Evolve Software, Evolving Systems, Finisar,
Floware Wireless, Foundry Networks, FreeMarkets.Com,
Genaissance Pharmaceuticals, Genzyme Molecular
Oncology, GeoWorks, Giganet Wireless, Gilead
Sciences, Glenayre Technologies, GRIC Communications,
Hytek Microsystems, iBasis, II-VI inc., Ilex
Oncology, Illumina, Immunex, Impath, Impsat
Corp., Incyte Genomics, Informix, Infosys Technologies,
Inktomi, Inspire Pharmaceuticals, inSilicon,
Integrated Telecom Express, Intel, Intermedia
Communications, Internet Capital Group, ISTA
Pharmaceuticals, JDS Uniphase, Keryx Biopharmaceuticals,
Juniper Networks, Kana Communications, Large
Scale Biology, Lattice Semiconductor, Legato
Systems, Liberate Technologies, LifeMinders,
Linear Technology, Lion BioSciences AG, Looksmart,
Luminex, McData, McLeodUSA, The Medicines, Metasolv
Software, Methode Electronics, Metricom, Metrix
One, Metron Technology N.V., Microsoft, National
Security, Neoforma.Com, Net2Phone, NetSilicon,
Netsolve, Network Commerce, Network Computing
Devices, New Tel, Neurobiological, Nhancement
Technology, Niku Corp, Novellus System, Numerical
Technologies, Omnivision Technology, ONI Systems,
Onvia.Com, OpNet Technologies, Optelecom, Opus360,
Oracle, Pac-West Telecomm, Paging Network, Pain
Therapeutics, Palm, Panja, Peco II, Pegasystem,
Pemstar, PFS Web, Phone.Com, PMC-Sierra, Portal
Software, Precis Software, Qualcomm, Qualstar,
Quantum Effect Devices, Redback Networks, Red
Hat, Regenerate Technologies, Repeater Technologies,
Resonate, RiverDeep Group Plc., Robocom, Rosseta
Inpharmatics, Saflink, Sage, Sanchez Computer
Associates, SDL inc., Sequenom, Silicom Ltd.,
Siliconix, Smith Micro Software, Societe Europeene
Communication S.A., SonicWall, Sonus Networks,
Stanford MicroDevices, StorageNetworks, Stem
Cells, Sun Microsystems, Sunrise Telecom, Support.Com,
Sybase, Sycamore Networks, Synaptic Pharmaceuticals,
Talarian, Target Genetics, TCSI, Tegal Corp.,
Telecommunications Systems, Telik, Telular Corp.,
Terra Networks SA, TransGenomic, Trega Biosciences,
Tripath Technology, TriTel, Triton Network Systems,
Turnstone System, Tyler Technologies, UTStarcom,
Va Linux, Variagenics, Venture Catalyst, Versata,
Versicor, Vertel Corp., ViaNet.Works, Virage,
Vitesse Semiconductor, V One Corp., WebMethods,
Webex, Witness System, WJ Communications, WorldCom,
Xicor, Xilinx, Yahoo! and Zebra Technologies.
NYSE:
Telecommunications, Retailing, Utilities,
Banking, and Technology stocks like: 3Com, Aetna,
Agilent Technologies, Alcatel, AMD, AOL, American
Express, Analog Devices, Applied Biosystems,
AT&T, AT&T Wireless Group, Bank of America,
Bank One, Bausch & Lomb, Bell Atlantic,
Benchmark Electronics, BP Amoco, British Telecom
(BT), Cable & Wireless, C&D Technology,
Celestica, Celera Genomics, Charles Schwab,
Chase, Check Point, Chevron, Cigna, Citigroup,
Compaq, Computer Associates, Convergys, CTS
Corp., Dominion Resources, Donaldson Lufkin,
Dow Chemical, Dot Hill Systems, E.I. Dupont,
El Paso Energy, EMC Corp., Exxon Mobil, Federated
Dept. Stores, Fifth Third Bank, FirstStar Bank,
GE, GTE, Halliburton, Hewlett Packard, Hitachi,
Home Depot, H Power Corp, IBM, Infineon,
JC Penney, John Hancock, Johnson & Johnson,
JP Morgan, Kmart, Kroger Co, Legg Mason, Lucent
Technologies (LU), Manufacturer's Services Ltd.,
Medicis Pharmaceuticals, Merck & co., Merrill
Lynch, Micron Technology, Morgan Stanley Dean
Witter, Motorola, National Semiconductor, Newbridge
Network, Nortel Networks, PE Corp, Pfizer, Philip
Morris, Price Communications, Provident Bank,
Prudential, Safeguard Scientifics, SBC Communications,
Schering-Plough, Schlumberger, Silverline Technology,
Sprint, Sprint PCS, STMicroelectron, Sungard
Data System, Texas Instruments, Transocean Sedco
Forex, Tyco International, Unisys, Viasystems
Group, Videsh Sanchar Nigam Ltd, Vishay Intertechnology,
Wal-Mart, Warner Lambert, Wells Fargo, Xerox,
and ZDNet will do well.
<---D348--->
MARKET
SUMMARY FOR THURSDAY DECEMBER 28TH. 2000
DOW INDUSTRIAL: 10868.76 = +65.60
NASDAQ: 2557.76 = +18.41
S & P 500: 1334.22 = +5.30
MOST
ACTIVE STOCKS & SECTORS
The markets rallied again as bargain hunters
went after financial and some technology stocks.
The NASDAQ had a heavy trading volume of over
2.194 billion shares after losing all morning
gains by noon but recovering to close higher
in the last hours of trading. Gainers included:
3Com, 3M, Accrue Software, Airborne Freight
Corp., American Express, American Standard Cos.,
Applied Micro Circuits, Artisoft, AT&T Liberty,
Brocade Communications, California Micro Devices,
Cambridge Technology, Chase Manhattan, CheckPoint,
Chordiant Software, Ciena, Citigroup, Commerce
One, Cornell Companies, Corning, EMC Corp, ePlus,
Exodus Communications, FedEx, GE, Global Crossing,
Home Depot, i2 Technologies, IBM, Information
Holdings, Interact Commerce, Jabil Circuits,
Johnson & Johnson, Jore Corp, JP Morgan,
Juniper Networks, Kaufman & Broad Homes,
Kent Electronics, Luby's Cafeterias, Maytag
Corp, McAfee.Com, Merck & Co, Merrill Lynch,
Nexmed inc, Net Perceptions, Notify Technology,
OSI Systems, Oracle, Palm, Pfizer, QRS Corp,
Qualcomm, Sense Technology, SmartDisk, Sohu.Com,
Time Warner, Tyco International, Tyson Foods,
UPS, Venator Group, Wal-mart, Western Gas, Xerox
Corp, Yahoo!, and Zamba Corp.
MAIN
REASONS FOR ACTIVITY
- The
Conference Board reported that, US Consumer
Confidence fell to 128.3 in December. Other
indices like Present Situation, Expectations,
Jobs and Business Conditions all declined
for the month.
- US
Existing Home Sales rose 4.4% in November
to 5.22 million units sold, the first monthly
gain in 3 months.
- US
Jobless Claims for week ending December
23rd. dropped 23,000 units to 333,000. The
4-week moving average dropped 7,000 units
to 341,000.
- US
Crude Oil prices for week ending December
22nd. came in around what Reuters Survey
of analysts predicted. The Energy Information
Agency (EIA) and the American Petroleum
Institute (API) reported drops of 1.3 million
and 100,000 barrels respectively. The EIA
and API reported that distillates dropped
1.5 million and 1.9 million barrels respectively.
Visit our Federal
Reserve Monetary Policy Analysis page
to read more. Also, visit our expanded message
boards to discuss this topic or any other
business topic by clicking here.
- SPECIAL
ANNOUNCEMENT: Due to family medical problems,
we have put our business operations up for
sale with WebMergers.Com.
We can also be found at BizBuySell.Com
Online Properties unit, a new service
run with WebMergers.Com. We are a family
run operation that owns this web portal.
The UK and Ireland portal will be in beta
testing hopefully before the end of November.
We also own over 70 other domain names of
influential financial services companies
we acquired to set up a financial complaint
site (it is legal to use these names to
set up a complaint site, but not to resell
to these companies in hopes of making a
profit). To view the domain names, click
here. Please
pass the word around about this announcement.
We will miss you all. We can be contacted
by visiting Contact
Information page.
- Tyson
Foods, the leading poultry producer, gained
1% after increasing its bid for leading
meat producer IBP One dollar a share to
$27/share in other to ward off a competing
offer from Smithfield Foods. IBP and Smithfield
closed lower.
- President
Bill Clinton announced that the White House
Budget Office is projecting a federal fiscal
budget surplus for years 2001 to 2010 of
$4.42 trillion, up more than $200 billion
from the previous projection. Mr. Clinton
also reinstated the desire for the federal
debt to be paid up in a decade - a stark
contrast to President-elect George W. Bush's
planned $1.3 billion tax cut.
- Lucent
Technologies lost 4.11% despite leading
the market in trading volume as investors
sold lucent stocks at a loss due to tax
concerns.
- Information
Holdings gained 21.68% after announcing
that it will beat First Call's estimates
of its fiscal Q4 earnings.
- Freight
delivery stocks gained after UPS announced
plans to hike its rates in February 2001.
- Union
Pacific lost 4.04% after issuing an earnings
warning.
- Montgomery
Wards, a unit of GE Capital, announced that
it is folding operations due to a tough
retail environment, which has caused it
to seek bankruptcy protection 2 times in
the last 3 years alone. GE gained a fraction.
- ePlus,
a web services company, gained 54.84% after
announcing that it will beat First Call's
estimates due to higher margins and lower
expenses.
- US
Crude Oil prices on the NYME dropped 62
cents to close at $25.85/barrel. Heating
Oil fell 4.25 cents to 89.46 cents/gallon.
- Gold
Futures on the New York COMEX lost $3.50
to close at $271.70/ounce.
- AFTER
CLOSE: Net Perceptions, an e-marketing software
developer, issued a warning that its losses
for the coming quarter will be larger than
expected.
- AFTER
CLOSE: Power tool maker Jore Corp. is still
gaining in after hours trading after announcing
that it will have a record sales quarter.
- AFTER
CLOSE: California Micro Devices issued a
warning that it will report lower than expected
revenues in this quarter.
- NEW
SERVICE: Our United Kingdom and Ireland
subsidiary BusinessJeeves
UK & Ireland. will start covering
the London Stock Exchange the First Saturday
in January 2001. Expect the same high quality
content like what we provide on this site.
- JOIN
THE DISCUSSIONS: Due to the immense popularity
this column has received recently, and the
willingness of our guests to communicate
with each other, we have expanded our message
boards so as to serve you better. Please
check out (and post on) our NEW expanded
message boards here.
PICKS FOR THE NEXT MARKET DAY
REASONS
BEHIND THE PICKS
-
Be on the lookout for more technology stocks
rally and stock buybacks from technology
and Internet powerhouses like AOL, Ariba,
Inktomi, Microsoft, Nortel Networks, PMC-Sierra,
Qualcomm, Yahoo!, etc.
- BARGAINS
ANYONE?
- REITERATION:
The battered Technology, Internet, and Biotechnology
stocks ARE very attractive now. Non-PC chip
makers, and networking gear companies especially.
We are still holding our picks though. Give
us your views on this observation
here.
- STOCKS
TO WATCH NEXT MARKET DAY: Technology Biotechnology,
and Internet Infrastructures stocks are
a bargain.
- Check
out our Quarterly
forecasts for other picks.
NASDAQ:
Technology, Biotechnology, Telecommunications,
and some Internets will gain. Companies like:
3 Dimensional, Accelerated Networks, Act Networks,
Active Power, Advanced Electronic Support Products
(AESP), Advanced Power Technology, Akamai Technology,
Alamosa PCS, AlpNet, Altera, Alysis Technology,
Amdahl, American Medical Systems, Amgen, Amtech
Systems, Anaren Microwave, Andover.Net, Apple,
Applied Materials, Applied Molecular, Arena
Pharmaceuticals, Argonaut Technologies, Ariba,
Ariad Pharmaceuticals, Ariel Corporation, Arrowpoint,
Art Technology Group, Ask Jeeves, Atherogenics,
AudioCodes Ltd., Avanex Corp., Avici Systems,
Axent Technology, Be Incorporated, Biospherics,
Bruker Daltonic, Calypte Biomedical, Cavion
Technology, Cellular Technical, Centillum Communications,
Centra Software, Centura Software, Charter Communications,
Chordiant Software, Cisco Systems, Clarus Corp.,
ClearNet Communications, CMGI, Cobalt Networks,
Comdisco, Commonwealth Biotechnologies, Compugen,
Concurrent Computer, Convergent Group, Copper
Mountain Networks, Corio, Corvis, Covad Communications,
Cyber-Care, Cygnus, Cytogen Pharmaceutical,
Dallas Semiconductor, Decode Genetics, Dell,
DeltaGen, Disc, Discovery Partners International,
Dyax, ebay, Ecogen, Efficient Networks, Elan
Corp. PLC, Emerge Interactive, Entravision Communications,
Epicor Software, E-piphany, ePlus, Equinix,
Ericsson, Esperion Therapeutics, EuroWeb, Excite@Home,
EXE Technologies, Exfo Electro-Optical Engineering,
Evolve Software, Evolving Systems, Finisar,
Floware Wireless, Foundry Networks, FreeMarkets.Com,
Genaissance Pharmaceuticals, Genzyme Molecular
Oncology, GeoWorks, Giganet Wireless, Gilead
Sciences, Glenayre Technologies, GRIC Communications,
Hytek Microsystems, iBasis, II-VI inc., Ilex
Oncology, Illumina, Immunex, Impath, Impsat
Corp., Incyte Genomics, Informix, Infosys Technologies,
Inktomi, Inspire Pharmaceuticals, inSilicon,
Integrated Telecom Express, Intel, Intermedia
Communications, Internet Capital Group, ISTA
Pharmaceuticals, JDS Uniphase, Keryx Biopharmaceuticals,
Juniper Networks, Kana Communications, Large
Scale Biology, Lattice Semiconductor, Legato
Systems, Liberate Technologies, LifeMinders,
Linear Technology, Lion BioSciences AG, Looksmart,
Luminex, McData, McLeodUSA, The Medicines, Metasolv
Software, Methode Electronics, Metricom, Metrix
One, Metron Technology N.V., Microsoft, National
Security, Neoforma.Com, Net2Phone, NetSilicon,
Netsolve, Network Commerce, Network Computing
Devices, New Tel, Neurobio
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