There was plenty of grumbling about the Advance Report on Durable Goods for January 2010 that was released today. The headline number showed new orders up 3% but ex-transportation, new orders were actually down 0.6%.
If you’re overweight tech, like I …
The Advance Report for Durable Goods for October was released on Wednesday; Bloomberg characterized it as “tepid”. That was a fair statement. As usual, we’ll zero in on the Tech sector and see how the hardware vendors performed.
Shipments —
Typical…
The advanced report for Durable Goods for September came out Wednesday. The headline number for new orders showed a 1% month-over-month improvement after a surprisingly poor showing in August. How did things go in the tech sector?Shipments — Typically…
The Durable Goods report for August came out Friday and landed with a thud. The headline number for new orders fell a surprising 2.4% month-over-month after a better than expected July. How did things go in the sector?Shipments — We’ll start off looki…
The Durable Goods report for July was released today. Should tech sector investors be happy?OK, the answer was revealed in the title of this post. Yes, it’s looking like tech has truly established a bottom and has begun to carve out a new trend to the …
The Durable Goods report for June was released today. What did it say about the tech sector?The last couple of months have shown that the decline in tech was moderating and indeed some improvement was in evidence. Did that trend continue?Shipments –Ma…
Today’s Durable Goods reports surprised to the upside and helped the stock market regain some of the previous few days losses. The following is our analysis of what the report says about the tech sector.Semiconductors –In April, Semiconductors put tog…
Last Thursday the advanced Durable Goods report for April 2009 was released by the U.S. Census Bureau. I always look for clues in the report to see what is happening in the high tech industry. What does this month’s report tell us?Whither Semiconductor…