I like Boeing, which people forget is actually a defense stock, ... I think the defense industry in general is an industry that has gone through its boon, its bust, its consolidation, and there's an enormous amount of operating leverage now at the bottom line. |
I still think you'll have favorable growth this year and going into next. |
I think in this market you never know what's going to happen, |
I think it was a very healthy thing that we saw this week, ... It was a valuation correction, not a fundamental correction. |
I think it was a very healthy thing that we saw this week. It was a valuation correction, not a fundamental correction. |
I think the productivity numbers you saw this morning lessen the fears in the marketplace about the Fed raising rates. |
I think we're going to see further consolidation in the pharmaceutical industry. I think that's going to continue into 1999. |
I think what you need to do in the technology segment between now and the end of the year is own the leaders, |
I'm riding with it, |
If you go back and recall two years ago, when everyone switched from Pentium II to Pentium II, and now we're switching from P-II to Pentium III, you saw a lot of inventories be built up - customers putting off their buying, |
If you go back and recall two years ago, when everyone switched from Pentium II to Pentium II, and now we're switching from P-II to Pentium III, you saw a lot of inventories be built up - customers putting off their buying. |
It was a tumultuous day and a tumultuous end to a tumultuous quarter. |
It's still an expensive stock. The mid-20s would be a good entry point for buying Oracle stock. |
Psychology has changed dramatically since the March 10 high. |
So we could finish the year at new highs. It's just going to be exciting along the way. |