Monday, June 12, 2006

 

note to stock bloggers- GOOGLE

when goog dont want to pay for legit bloggers who have NO control over who clicks what,, they cancel your adsence accounts. they can keep this game going for awhile,,, still waiting on my refund from thier real clickfraud impact on me from a year+ago

 

cnbc running all the blame game anals

(bernanke) as for reasons the markets cant find a bottom or why the markets sell off when he speaks (dennis the dummy kneale) was a huge whiner. funny how cnbc doesnt say a word about the powerspike the $irx took today. remember we loose either way,, as for the interest rate hikes,,,,,,,,sorry,, but joe6pak didnt know how to handle easy money,, no reason to make it only ittybitty less easy. besides all i have heard from the whiners across america is how bad we are,,,, lets just make it so,, just for them-lol,, the most over extended people with ipods and siri radio telling them what to think, say, do,, now it happens-- sweet justice!

 

overly bullish co's can be wrong often

you dont trust the gueidance,, you wait for the e's

6:21AM LG Philips LCD reduces guidance (LPL) 17.21 : Co sees area shipments to increase by a mid-teen percentage quarter-on-quarter, a decline from previous guidance of a mid-to-high twenties percentage increase, L.C.D. TV shipment growth at end of Q2 expected to be approximately 25% quarter-on-quarter, approximately 50% less than previous guidance, sees average selling price per square meter of glass at end of Q2 to decline by mid-teen percentage quarter-end on quarter-end, compared to a mid-to-high single digit decrease guided previously, sees EBITDA margin is now expected to be around 10%, decrease from the previous guidance of approximately 20%. CFO comments, "Several factors affected the global LCD industry during the second quarter. First, the industry experienced larger than expected price declines across all product categories. In addition, while mid-to-long term demand for flat screen panels remains strong, we saw weaker seasonal demand during the second quarter, which has increased our inventory to about four weeks, a higher level than anticipated"

 

early morning notes.

we lost 1/2 the up peak(+35) in futures when China Inflation data came out,, we lost all when an anal detailed why he dont like LEH.

the $nikk 'up' +82 is still below their 3dma after loosing 100+points at open.(plunge protection help i suspect) china was down.

BAC lost a another head of investment banking in europe,, 2nd one in 6weeks.

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