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am i going to read this into novellus' conference call and do nothing, not alert you of a thing?hat a clue. right in my face. now, that passage i read may not scream anything out to you, but to me, it's like a letter coming right down out of the sky. kind of like this -- and what's it say? dearest investors, buy sandisk, sndk, sincerely, the market! buy sandisk. this much-loathed stock is the purest play on nand flash memory. and with a clue like this, it cannot be ignored. this company is a huge mobile internet play, because it makes the chips that all these devices use to store videos, to store songs like you know when you store lady gaga, right? i mean, everyone's storing lady gaga, or everything else. and since new smartphones have more and more storage space, that means there's incredible demand for the nand flash chips like sandisk makes, just like we heard from novellus. this is the right part of the product cycle. remember everything trades in a cycle. we need to own this stock when it's at this point in the product cycle. now, i do worry that sandisk is so despised by so

i i thinthth novellus wilill pu things in the righttrarame of mi with the third quarter.r.great weekend. ll see you monday.

. >> novellus were expecting the margins to expand and that will be encouraging.n you look at intel there catalysts to look forward to you are probably not going to see a blowout number and they have beat four out of five quarters and expectations that is that they will beat again and you will get nice drivers and clearly the growth will be there. that's the cheaper end and if we do see that cycle start to come in because of the os 7 launch, upgrade cycles could get a big, big push for intel and they are looking forward to it. not just a net book explosion, but the move to the pc cycle consumers and as that happens, that should be great for intel. >> absolutely and on the desk, dell was saying customers are deforring purchases. isolated though. is this an opportunity for people out there to get into dell or is this a dell-specific problem they are facing? >> dell has more exposure to the consumer end of things and that's probably the problem right now. they snead growth, but if you are looking at the chip sector, this is the weather with intel, but we have a lot m

>> novellus is interesting. it's the appetizer to intel's entree after the close. not the biggest one in the state. it's on the with a wider loss. however it announces it could break even in the third quarter at best. less wide and up 2% and helping to lead the chip equipment makers higher. it's more from each customer and it's customers like intel who are paying more as well. back to you. >> thanks so much to all three of you. bob, wonderful to have you back. we say it again, bertha and jack as well. we always talk about shipping here. you can tell so much about an economy by what is coming and going. i remember when we were travelogue ship, it was amazing. you had the vast majority of trade traveling by ship. this is an example here. the american trade deficit narrowed in may and while the weak economy means americans are buying less from overseas, experts have held up more. what are we seeing on imports and exports and the economy. going to three of the nation's ports and explain why we selected the three as we give you our map. the port of long beach is the sec

novellus gave better guidance, flack good comments today.ig ones like tomorrow, google and ibm tomorrow.. we'll see what they bring. >> you know, it's an interesting question to ask. is it just a short squeeze, as blaze is talking about, or is it more fundamental than that? you're sitting on a trading desk. you're really seeing the flows on both sides. do you see commitment when it comes to putting money to work for a long-term basis? >> i would say on a short-term basis yes. we had covering but also long buying today. i would say the long buying isn't guaranteed to lock in for the long haul. they would pull out quick if things go sour. >> it sounds like in some wass you're on t cases you're on the other side of the trade. you don't want to buy into a rally that's all about short sxweez people getting out of the way just because they're worried about the earnings momentum here. what do i avoid?? >> i think you avoid the basic materials. i think you avoid the industrial stocks. some of the old bubble leaders from this last sig move that we've

expecting to see it earn 8 cents and it's gotten teed up novellus. despite bringing in a wider loss for the second quarter is forecasting better results for its third quarter and it says that its orders have jumped. we'll wait to see if intel confirms whether it's ordering more. we've also been looking at the gamers take 2 warning it's going to delay new bioshock 2. that's going to impact its next two quarter results. retailers to the upside with blue nile, one of the winners being up over at citi to a buy from hold. rebecca is at the nymex with the low down on the web. >> low is the terminology you want to use here in terms of oil. finishing out the day below 60 bucks a barrel. in fact, that bullishness gave way to bearishness. the early gains in oil we saw today according to a number of traders here on the floor was a short covering rally, but the bearishness gave way overall. the demand in traders' minds isn't there to eat into supply. of course, supplies are important to this market. we'll get the department of energy supply report tomorrow. it t

that's novellus shares. they report after the closing bell. they sell the machines that make computer chips. so an important earnings story to come later this afternoon for a company that will give us a window into the likes of intel, into the likes of dell, the pc makers. and speaking of intel, their shares are 2 1/2% to the up side right now. they report tomorrow. sandisk, meantime, getting an upgrade over at thomas weisel. up almost 5% right now. essentially upgraded to a buy. google, meantime, a lot of estimates raised there today. the stock is up 2.2%. they report later this week. but that whole operating system battle with microsoft is heating up. microsoft said to be putting some stuff out on the internet later this week as far as the o.s. is concerned. 3.3% to the up side is microsoft. and there's also that battle brewing between microsoft and yahoo as far as, well, internet search goes. bing obviously out there. it's the newbie. and then you have yahoo, which is the old school search engine. been out there for a while now. well, you h