What Popped The Market’s Balloon

The markets started out with a bang, but
then quickly faded to the red zone. Prior to the open, Iraq had announced that it
would allow UN weapons inspectors into the country unconditionally. Then a
weaker-than-expected Industrial Production report began to change the market
bias. The markets favored the Iraqi news over the latter and bolted higher, then
immediately retreated within the first half-hour.

There are very few sectors trading positive.
Biotech

(
$BTK.X |
Quote |
Chart |
News |
PowerRating)
, Apparel and Retail are up. The weaker
sectors on the day pulling the markets lower are Oil
(
$XOI.X |
Quote |
Chart |
News |
PowerRating)
,
Oil Services

(
$OSX.X |
Quote |
Chart |
News |
PowerRating)
, Defense, Restaurants, Gold
(
$XAU.X |
Quote |
Chart |
News |
PowerRating)
, Brokers
(
$XBD |
Quote |
Chart |
News |
PowerRating)
, Grocery, Machinery
and Tobacco.

The Phlx Semiconductor Index
(
$SOX.X |
Quote |
Chart |
News |
PowerRating)

is dropping to new 52-week lows. Some of the stocks leading the decline are
Texas Instruments
(
TXN |
Quote |
Chart |
News |
PowerRating)
, Broadcom
(
BRCM |
Quote |
Chart |
News |
PowerRating)
,
International Rectifier

(
IRF |
Quote |
Chart |
News |
PowerRating)
, Cypress Semiconductor
(
CY |
Quote |
Chart |
News |
PowerRating)
,
PMC

(
PMCS |
Quote |
Chart |
News |
PowerRating)
and Maxim Integrated Products
(
MXIM |
Quote |
Chart |
News |
PowerRating)
.

Gtech Holdings
(
GTK |
Quote |
Chart |
News |
PowerRating)

continues to rally higher with increasing volume. Today GTK has broken above the
62% retracement line (drawn from this year’s high to low). GTK is trading at
25.69, up .59.

Mandalay Resort
(
MBG |
Quote |
Chart |
News |
PowerRating)
is breaking out
of a saucer pattern with increasing volume. MBG is trading at 32.00, up 1.05.

Biosite
(
BSTE |
Quote |
Chart |
News |
PowerRating)
is beginning
to pull back after a thrust higher.
The stock is up 0.06 to 28.50 and is
holding a

3
-month
relative strength rank of 98
from TradingMarkets.com.

Nasdaq Breadth

Adv: 1214 UpVol: 31474300

Dec: 1843 DnVol: 47057362

Net: -629 Net: -15583062

NYSE Breadth

Adv: 1055 UpVol: 16485749

Dec: 2049 DnVol: 60608410

Net: -994 Net: -44122661