Trading Up After Hours…

Stocks were
mixed Tuesday on light volume as the market looks for guidance from corporate
earnings and the economy.
Merrill
Lynch

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posted earnings of $1.08 billion, 3 cents short of estimates
and affirmed its commitment to their $2 billion share buyback program. The
company’s global markets and investment banking unit pre-tax earnings fell 7% to
$1 billion. Overall revenue reached $5.3 billion.

Johnson & Johnson
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posted earnings of 82 cents a share with revenue at $11.48 billion, which fell
short of consensus. The company’s medical devices and diagnostics product grew
11.8% to $4.1 billion with its pharmaceuticals business growing 11.1%
year-over-year.
Red Hat
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said they will change their method on how they recognize revenue for
subscription agreements and restatement of various financial statements to
reflect applicable changes.

After the close, Intel
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reported $0.27/share on $8.049 billion sales; the Street was looking for $0.27
and $8.1 billion, so the revenue was lower than expected. The company guided
gross margins for ’04 lower, from 62% to 60%. Intel’s earnings come on the heels
of a broad downgrade of the chip sector yesterday by Merrill Lynch. INTC is down
19% this year.

Juniper
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missed by 0.04 and beat on revenues and announced a $250 stock buy back. The
stock traded up after hours.

MCI comes off the pink
sheets tomorrow and will begin trading on the NASDAQ under the symbol MCIP.

Dow +9.37 10247.59
S&P 500 +0.79 1115.14
Nasdaq -5.26 1931.66

Strong today are: Healthcare
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 +1.95%, Hardware
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+1.53%, Retail
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,
+1.13%, Healthcare Provider
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+0.64%.

Weak today are: Airlines
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-4.02%, Amex Gold Bugs
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+1.82%, Gold and
Silver

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-1.21%.

Economic news release include a
narrower trade balance at -$46 billion.

10-year Notes were -085
at 110 160

The dollar
was +0.47 at 87.82

Gold was -1.70 at 401.50

Crude Oil was +0.06 at
39.54

Volume was 1.19 billion
on the NYSE, and 1.51 billion on the Nasdaq.

Market breadth was mixed.

NYSE Issues
Advancing 1723 Up Vol 646
Declining 1554 Down Vol 531
Ratio 1.10 1.21
Nasdaq
Advancing 1486 Up Vol 487
Declining 1560 Down Vol 981
Ratio 1.04 2.01

Stocks in the news:

IBM
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was upgraded by Morgan
Stanley with a price target of $100.

Qualcomm
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declared a stock
split and upped its dividend by 40%.

Delta Airlines
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announced a $1.65 billion charge related to deferred income taxes and pilot
pension plans and said they do not know when they will reach profitability.

Lucent
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won a $5 billion contract
from Verizon Wireless
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to expand their high-speed data network.

Brice Wightman

bricew@tradingmarkets.com