[DrStool]

gOOD mORNING AND gOOD sTOOL TO all.

And welcome to Bear Zone Stool Number Two, where bears have their own Stool. No bull allowed. For those who prefer more of a slugfest, join your sister thread over on Intraday Stool, where anything goes...just about.

As you may have missed from my post last night in M2M, I am working today under emergency conditions from a laptop at the home of Madame Stool's parents. My tytping will therefore e even worse than usaul, igience tat llaptop keyboards are not made ofr normal humands, and under the emergencey consifditions under which i ledft my summer home in the woods, i forgot to bring a keyboard and mosue, not to mention razor, and shaving cream, but I did remember my toothbroush. See. So while I may look grungy, and I can't type, my teeth are clean, my breath is sweet, my heart is pure, and I am ready for bear!

Please download your Golden Stool now. If you are unable to download your Golden Stool, take a subscribatory to your Anals. and go ahead and download that Golden Stool RIGHT NOW!

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See you in Stooltrading.

[BeerMarket]

posting this on the bear thread because in my opinion this sort of double-speak is just another sign of a top - via barfing.com:
07:14 ET Xilinx upped to Buy from Neutral at UBS (XLNX) 25.69: Firm views XLNX as a very high quality company and feels that investors should take advantage of the lower than expected guidance for the September quarter and related weakness in the stock to add to positions. UBS maintains its $32 target on the name.

[BeerMarket]

as I think I've posted here before, I always like to see what FCS has to say about business conditions because they serve multiple end markets and tend to avoid hype (lies).
Fairchild Semiconductor Reports Second Quarter Results

Quote

"In our major market segments, orders from automotive, game consoles and portable power adapters were particularly strong," said Wildenberg. "Bookings from computing including notebooks, desktops, and storage as well as televisions were down sequentially. In our distribution channels, currently accounting for approximately 65% of our total sales, inventories increased to about 15 weeks, driven almost exclusively by a two week increase in our Asian channel.

If you read further, part of the strength in automotive was due to new design wins so may not reflect that end market accurately.

[DrStool]

Anals pre-opening intraday comments.

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[Bearman]

SAR

History says 76% odds today & monday will be down

[BeerMarket]

july con con 90.3, up from 98.7 in Jun, but below the 91 con con consensus

[Stoolander]

QQQ trying hard to close opening gap.

I guess it's just you and I BeerMarket Oops spoke too soon ... I did it, I finally have my very own intraday thread!

[BeerMarket]

no, I must have just dropped off the list, I didn't go anywhere. The lack of crowds is fine with me, I could use some quiet time.

crapvision says consensus on the mich sentiment number was 90.5 - I got the 91 from bloomberg (and he is da mayor!)

[Bearman]

p/c .77

Equity .56

S A R

[Bearman]

This little ramp is DOA Imvho

[Stoolander]

BeerMarket, on Jul 18 2003, 10:02 AM, said:

no, I must have just dropped off the list, I didn't go anywhere. The lack of crowds is fine with me, I could use some quiet time.

crapvision says consensus on the mich sentiment number was 90.5 - I got the 91 from bloomberg (and he is da mayor!)

91.0 according to Barfing.com as well, as usual Crapvision continues to misinform.

[Bearman]

Remember the airpocket day?

We are in time window for a humdinger of a drop

76% chance down into monday

PAINT


IT


BLACK

[Slothrop]

Stocks gap up and then no follow through. I wonder if we'll ever make it to spx 1016 again.

[Bearman]

p/C @ 10: 30

.77

EQUITY .40

SUCKERS

[Bearman]

11AM P/C EVEN BETTER

.52

EQUITY .40


L O B

RUMORS CENTRAL BANKS SELLING CAUSE FNM-FRE