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Tech and Financials seem good for mid-term

(2008-05-05 08:57:54) 下一個

Based on Q1 report, Tech earning growth was 22% YoY and beat estimates by 15%. Read: the market under-estimated Tech names, or under priced them in Q1.

On the other extreme, Financial earning growth was -67% YoY. The slow-down was under-estimated by merely 8.5%. Read: the street was very close to know the scope of financial debacles by now.

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