Microsoft Corporation Message Board

NEW YORK (Reuters) - Hewlett-Packard Co Chief Executive Meg Whitman said on Wednesday that revenue growth is "still possible" for the computer maker in its fiscal year 2014, but she said the performance of the overall PC market is a wild card.

US market should be bolstered by Japan acceleration...

Japanese Market Rises Sharply On Strong Economic Data, Weaker Yen

6/9/2013 10:06 PM ETThe Japanese stock market opened sharply higher on Monday with investors going on a buying spree, as concerns about the tapering of U.S. quantitative easing eased following the release of mixed U.S. jobs data. Fairly upbeat Japanese economic data and the yen's decline against the greenback too contributed to the buoyant start.As stocks rallied sharply, the benchmark Nikkei 225 index zoomed past the 13,300 mark to 13,341 in early trades, gaining over 450 points. The index is currently trading at 13,268, up 390.5 points or over 3 percent from its previous close.Tokyo Electric Power, the top mover in the Nikkei index, is up with a hefty gain of 14 percent. Sharp Corp. is up 12.3 percent. NTN Corp., Mitsumi Electric, Japan Steel Works, Amada, Fuji Heavy Industries, Tokyo Dome, Kansai Electric Power, Toshiba Corp., Alps Electric and Showa Shell Sekiyu KK are up 7 to 10 percent.Mazda Motor, Hino Motors, Mitsubishi Motors, Toyota Motor, Softbank Corp., Nomura Holdings, Oki Electric Industry, Shinsei Bank, Taiyo Yuden, Tokyo Tatemono, SMFG, GS Yuasa, Mitsubishi Materials and Kobe Steel are all trading higher by over 5 percent.JFE Holdings, JX HD, Mitsubishi UJF Financial (MTU), Resona Holdings, Chubu Electric Power, Credit Saison, Aozora Bank, Nissan Motor and Yahoo Japan are also up sharply.Among the losers, Mitsubishi Heavy Industries is down by over 5 percent, Sumco Corp. is down 2.8 percent and Trend Micro is trading lower by 1.4 percent.On the economic front, Japan's gross domestic product expanded a seasonally adjusted 1.0 percent in the first quarter of 2013 compared to the previous three months, the Cabinet Office said in Monday's final revision. That was higher than last month's preliminary reading that suggested an increase of 0.9 percent. It was also higher than the flat reading in the fourth quarter of 2012.On a yearly basis, GDP was revised up to 4.1 percent from the preliminary read of 3.5 percent. It was also sharply higher than the 0.2 percent gain in the previous three months.

technically oversold. Dow over 100 running higher into the close

Camp showing business recovery has begun, as has stock valuation recovery.

Could raise target to 48/share. Capacity increase time current stock price: (2+1.2)/2 * 30 = $48/share

March 7, 2013Compiled By:  Larry Persily(Wall Street Journal; March 5) - Cheniere Energy has filed applications with the federal government to add additional liquefaction and export capacity to the LNG terminal it is building at Sabine Pass, La., according to filings with federal regulators and an Energy Department spokesman. The request filed with the Federal Energy Regulatory Commission and Department of Energy are the first concrete regulatory steps Cheniere has taken to add a fifth and sixth production train to the plant.The additional trains would add 1.2 billion cubic feet a day of additional capacity to the plant, which is already approved for more than 2 bcf a day. 

Cheniere Energy Given a $38.00 Price Target by Credit Suisse Analysts (LNG) (Daily Political) Equities researchers at Credit Suisse set a $38.00 target price on shares of Cheniere Energy stock in a report issued on Monday, Stock Ratings Network reports.

Economy is months from seeing strong sustainable jobs growth. Whenever growth improves unemp to 6.5% that threshold would only begin consideration of a policy alteration (not a trigger or a meaningful event)

This is a solid report as this company's turnaround continues to establish and develop

Working capital was a key driver of cash flow increase. Inventories reduced. Seasonality smoothened.
Tremendous paying down debt about $3B last quarter plus this quarter.

Enterprise services continues its turnaround recovery.

Challenging market and competitive environment in the near term.

$8B left in authorized stock repurchase program.

Guidance midpoint is raised.

Third straight year of raising dividends.

HP turnaround is doing the right things.

When Microsoft's Windows fix release is out in June the 70 million laptops due for upgrade should begin to rise IMHO.

per HPQ earnings call. HP soarind in afterhours on their beat and turnaround underway

Window 8 Blue re-Launch will be like "Classic Coke" sending Windows sales up.

TSEM Long

Should lift Level 3

Dow nearing completion at high of the day into the close of the day.

Leading economic indicators are improving.

Good sectors you would prefer are leading the market: Energy, Financials, Industrials. Big industrials are putting up big gains.

Bloomberg news reporting it now.

LNG Long

Cisco seeing rising tech spending in all regions and sub-regions (except S. Europe). Cisco's visibility tends to lead GDP results by 1-2 quarters in downturns or upturn cycles, per John Chambers CEO this morning on Bloomberg and CNBC.

Telecom spending has begun to recover the past 2 quarters he reports. Computer purchases and chip supply will follow in parallel.

AMD Long

From news afterhours...
NEW YORK (Reuters) - Network equipment maker Cisco Systems Inc posted a higher than expected quarterly profit and said current-quarter revenue could increase, giving some relief to investors who had worried it was being hurt by weak technology spending.Cisco shares rose about 8 percent after Chief Executive John Chambers said the company was seeing some good signs in the United States and that other parts of the world are "encouraging.""We are managing the business to account for a continued slow steady recovery on a global basis," Chambers said.Chambers' commentary is closely watched by investors as Cisco is seen as a strong indicator for the general health of the technology industry because of its broad customer base.

Technicals for LNG are looking bullish.

Fundamental catalyst of govt approving expanded export licenses if announced formally, as was recently signaled by US officials should perpetuate the recovery.

AP: Natural Gas Boom Means More Fracking, Increased Overseas Exports

Posted by George Prentice on Sun, May 12, 2013 at 3:00 PM

When natural gas exploration companies began what has become a nationwide drilling boom, they pointed to energy independence, but the Associated Press reports this morning that U.S. producers are poised to ship vast quantities of their gas overseas in order to get a higher price.

"As the industry looks to profit from foreign markets, there is the specter of higher prices at home and increased manufacturing costs for products from plastics to fertilizers," AP reported. "If approved, the resulting boom could lead to further increases in hydraulic fracturing."

Hydraulic fracturing—better known as fracking—is a highly controversial method of injecting pressurized liquids and solids into the earth's crust in order to free up more gas and oil deposits.

The U.S. Energy Information Administration says that natural gas production has increased by one-third since 2005.

Meanwhile, three separate companies—Energy West Corporation, Jetez Petroleum and Snake River Oil and Gas—have been conducting a unique process called vibroseising in which they shake the earth in western Idaho and eastern Oregon to determine where best to explore for natural gas.

Another company, Bridge Resources—once trumpeted as the face of Idaho's new gas exploration bonanza—limped away from its Idaho operations after negotiating scores of Idaho land leases but ultimately collapsing under financial troubles. Snake River Oil and Gas snapped up much of Bridge Resource's assets in March 2012AP News and mass media is beginning to acknowledge and report this large emerging highly profitable exportation industry... a win-win for initial entrant leaders and US economy and jobs...

Strong topline growth with improved cost control, with recovering economy, quantitative easing by US Japan, abundant labor available, Europe banks healing. SP officially in bull market up 20% from bottom.

Stock oversold on 2x daily volume recently. Having declined deeply the past 6 weeks on no news, if Emcore's company report is anywhere close to status quo the stock is due for a huge snapback rally as the bears are proven wrong.

Microsoft announced 100 million Win8 contracts and Windows Blue coming, and rotation has begun to accumulate large safe tech and energy (which were ignored since 2008).

Gold rolled over last month. Long term bonds may be near to finally rolling over, as the market begins to consider tech, banking, energy which is essential to a normal recovery.