... how quick the sell-off after February 26 has been reversed. Today financials has been leading, needless to say I am very comfortable with my Goldman Sachs position. The media is much focused on the weak dollar.
WYNN and the other US gaming stocks were on fire today as the gaming revenue in Macau increased some 45% first quarter. Of course I have been writing here about the Macau pure play MPEL. Not surprisingly the stock is up 9.5% today.
In the news you can read how Intel will support WiMax rather than 3G in new laptop chips. Nokia will release handsets in 2008 with WiMax technology. I find it remarkable how Ericsson is shunning the technology. IP is clearly the future in communication, voice and data.
Yahoo is down heavily in today's trading, it is clear where the market share is growing. Google is reporting tomorrow...
A somewhat Google-sque company is IB. The auction is open...
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment