Replies to post #97538 on Zeev's Turnips Patch-No Politics (ZEEV)

[Public Heel]

I've done some research on earnings reports, and found that the heavy earnings period lasts for a month (e.g. right about now, until the deadline on May 15), except for the year-end reporting period, which is more like six weeks.

I guess AG will have to support for a long time to get to the dead period before warnings start again...

[leon]

ML, whats your take on GM? I took a position late yesterday for a quick trade into todays report; now i'm thinking there's more to the down-side in this one than i anticipated. I know you follow it pretty closely; thoughts? THX. LEON

[Public Heel]

Semi-Eq's: Fantasy continues to be the order of the day. NVLS suffering (probably temporary) drop on lousy outlook, but AMAT and KLAC unaffected.

[basserdan]

Good morning ml,

O.T.

From Breifing.com

News reports have filtered out early this morning that US forces have swooped on an Baghdad Primary School and detained 6th Grade teacher Mohammed Al-Hazar.

Sources indicate that, when arrested, Al-Hazar was in possession of a ruler, a compass, a protractor, a setsquare and a calculator.

US President George W. Bush argued that this was clear and overwhelming evidence that Iraq indeed possessed weapons of math instruction.

Regards,
Dan

[unctarheel]

Mlsoft,
Do you expect BRCM to warn? Looks like it MIGHT be setting up for a drop after earnings, since it has run up some here into earnings.