BAD QUARTER FROM JUNIPER (JNPR) SIMILAR TO CISCO (CSCO)

Juniper (JNPR)   reports a bad quarter.       Juniper reports Q2 EPS 31c  vs. consensus 34c. Juniper reports Q2 revenue $1.12B vs. consensus $1.15B . Juniper sees Q3  EPS 26c-30c  vs. consensus 38c  and  Q3 revenue $1.07B-$1.12B vs. consensus $1.22B The CEO of Juniper  said, ‘œJuniper’s results reflect

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EXPRESS SCRIPTS (ESRX) BUYS MEDCO HEALTH SOLUTIONS (MHS)

Express Scripts (ESRX)  is buying its larger competitor Medco Health Solutions  (MHS).   Express Scripts  is a pharmacy benefit manager.   The Wall Street likes the deal and currently  Express Scripts  is up over $3.00.   Our analysis shows that there may be serious anti trust issues here that the

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INTEL CORPORATION (INTC) EARNINGS

Intel Corporation (INTC) reported upside financial results and guidance    in spite of  weak consumer PC trends and   ‘œiPad effect.’   People buying tablets instead of laptops is called ‘œiPad effect.’ The   excellent financial performance is attributable to Intel Corporation    firing on all cylinders, success of  Sandy

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INFOSYS TECHNOLOGIES LIMITED (INFY) SYMPATHY PLAYS

Infosys Technologies Limited  (INFY)   is trading down about 6% on earnings.   Earnings for the last quarter were good for Infosys.   Projections for the September quarter  for Infosys  are for earnings of $0.67 to $0.68 compared to consensus of $0.71.   Infosys  has 133,000 employees.   Given the

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MICROCHIP (MCHP) TERRIBLE EARNINGS

Microchip (MCHP) reported earnings after the close yesterday.   Earnings for Microchip were   truly terrible. This morning the Wall Street brokers are downgrading Microchip en masse. Microchip notes that consumer business was soft.   Our research shows that Microchip derives about one-third of its business from consumer oriented products.

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VERY SHORT TERM IDEA: INTERNATIONAL GAME TECHNOLOGY (IGT)

International Game Technology (IGT) makes gaming video terminals.   State of Illinois just approved putting video gaming devices at licensed liquor establishments.   We estimate that this will create demand for about 35000 new devices and International Game Technology will probably sell about 10,000 new devices.   Other competitors are

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9 Winners. 9 Losers. Gold, Silver & AI Trade Zones.

9 Winners. 9 Losers.
Gold, Silver & AI Trade Zones.

A new market cycle is forming.

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