Are You Trading Any Of These Olympic Stocks?

Stocks are
mixed as the semis lead the tech stocks down after a Bank of America downgrade of
AMD.

Disappointing sales from Krispy Kreme and Starbucks
added to the weakness.


Starbucks
(
SBUX |
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reported its lowest growth in 14 months

and Krispy Kreme
(
KKD |
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reported sharply lower
earnings, reporting $0.09 vs a $0.22 estimate. Oil fell below $43, but even that
good news is not getting a positive reception in the market.


Jobless claims jumped unexpectedly, rising 10,000 to
343000. The 4-week moving average is 336,750. Hurricane Charley is being blamed,
in part, for the rise.

Stocks related to the Olympics include: GE
(broadcaster), BUD, T, BAC, CVX, EK, GM, MFC, MC, MCD, KO, TWX, XRX (sponsors).

Novellus
(
NVLS |
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will give its
mid-quarter update after the close; for the June quarter the company gives a
0.40 estimate.

 

Dow -2.80 10178.94
S&P 500 +0.24 1105.20
Nasdaq -4.87 1855.85

Strong today are: Airlines
(
XAL.X |
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-0.84%, Chemicals
(
CEX.X |
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+0.69%, Homebuilders
(
HGX.X |
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+0.38%.

Weak are: Semis
(
SOX.X |
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+1.08%, Internet
(
GIN.X |
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-0.90%.

10-year Notes are +085 at 112 255

The dollar
is +0.02 at 89.44

Gold is flat at 406.10

Crude Oil is +0.13 at
43.60

Volume is 490 million on
the NYSE and 594 million on the Nasdaq.

Market breadth is mixed.

NYSE Issues
Advancing 1571 Up Vol 224
Declining 1514 Down Vol 219
Ratio 1.03 1.02
Nasdaq
Advancing 1113 Up Vol 197
Declining 1756 Down Vol 357
Ratio 1.57 1.81

Stocks in the News

Advanced Micro Devices
(
AMD |
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PowerRating)
was lowered at Bank of America.
Estimates were also lowered

on INTC, BRCM, MU, and TXN.

An FDA study showed
that patients who took Merck’s Vioxx had 50% more heart attacks than
patients who took Pfizer’s Celebrex. Merck disputes the findings and will
conduct its own study.

Cyberonics
(
CYBX |
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raised its guidance
after the close.

Taser
(
TASR |
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PowerRating)
received purchase orders
for $1 million.

Apollo Group (APOL)
said enrollments for Q1 ’05 would be up 40%.

Cirrus
(
CRUS |
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PowerRating)
cut its work force by 7%.

Brice Wightman