Can Technology Support The Market?

After
last week’s strong rally,
stocks are slightly lower this midday. Both
the Dow
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and S&P
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reached three-month highs while the
Nasdaq
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nearly reached a five-month high earlier in the session.
Tech stocks are outperforming the major indices today with networking
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,
Internet Commerce
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, and semiconductors
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leading
the pack. Networking giant Cisco Systems
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is scheduled to report
third-quarter results after tomorrow’s close. This is a light economic week with
the biggest report being tomorrow’s FOMC meeting. No change in rates is
expected. 

The Dow Jones Industrial
Average

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is -0.52% at 8,537.37. The S&P 500
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is -0.28% at 927.39. The Nasdaq
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is+0.52% at 1510.78.

The day’s leading sectors are
Networking
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, +4.35%, Internet Commerce
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,
+3.06%, Semiconductors
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, +2.65%,and Healthcare
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,
+2.03%.

Weak today are Paper
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,
-1.23%, Banks
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, -0.82%, Chemicals
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,
-0.73%, and Telecoms
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, -0.56%.

In economic news, April ISM
Services Index
jumped to 50.7 from 47.9 in March. This was better than
estimates calling for a reading of 49.  

The 10-year U.S. Note
is -100 at 114 255.

The dollar is -0.37 at
96.57.

Gold is +1.60 at 342.90

Crude Oil +0.61 at 26.28

Volume is 688,000,000 on
the NYSE, and at 994,000,000 on the Nasdaq.

Market breadth is slightly
positive
, with NYSE advancing issues over declining issues by a ratio of
1.21, and up volume over down volume by a 1.46 ratio. Nasdaq advancing issues
over declining issues are at 1.23, and up volume over down volume is at a 4.25
ratio.

Top Dow stocks are:

J.P. Morgan
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, +2.81% at
30.70, Hewlett Packard
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, +1.92% at 16.97, Eastman Kodak
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,
+1.28% at 30.73, and Caterpillar
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+1.18% at 52.97. 

Stocks in the news:

Boeing
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is lower
by 3.25%. The Wall St. Journal reported that that the aerospace and defense
giant is under investigation by the Justice Department over how it received
sensitive documents about rival Lockheed Martin’s
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rocket and satellite
programs.   

OSI Systems 
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down 4.80% on over triple its average volume. The airport security systems maker
reported better than expected results and also reaffirmed its target for the
year. 

Accredo Health
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up 25% on over double its average volume. The company reported a third quarter
loss of 37 cents a share compared to a gain of 22 cents the same period a year
ago. However, excluding a one-time charge, Accredo actually earned 37 cents a
share or a penny above estimates.  

LendingTree
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rocketed up 41%. The company is being acquired by USA Interactive
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in
a $734 million stock deal.

Oxford Health
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is up more than 13% on more than double its average volume. The company reported
first quarter results of 86 cents a share up 10% from year ago levels but below
estimates of 89 cents a share. 


vincentm@tradingmarkets.com