Wednesday, January 18, 2006

Earnings: My Take

The recent earnings reports have been disappointing but should not be all that concerning or surprising. Intel is losing market share to AMD and it can be clearly seen in each of their Q4 earnings reports. Tech business seems good considering AMD's, IBM's, and Apple's recent earnings reports.

The bad earnings from the banks is expected with a flat/inverted yield curve and a housing bubble.


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