24 ordspråk av John Rutledge

John Rutledge

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 Consumers are coming through nicely but it doesn't look like there are major plans for corporations to ramp up IT spending in 2004.

 Currency was a big help there. It's hard to get excited about revenues. Three percent growth is not much to shout about.

 Even the best companies like IBM are saying they are seeing no pick up in demand. It is strictly that some companies are doing a better job of managing their costs and expenses.

 Expectations have been awfully high on the chip equipment stocks,

 Expectations have been awfully high on the chip equipment stocks. Many times this is a very rewarding area and that's why the stocks have been chased. But we need to see some stronger end demand.

 For the first couple of months of the year, tech stocks were trading more on hope than anything else, ... But as the year progresses, it is starting to appear that the hope was not justified.

 HP would benefit from a services acquisition. It's a great entrée for additional business,

 I can't get too excited at these levels. Enjoy this rally but don't chase it.

 Investors should never buy a tech stock solely on the hope that it will be bought at a higher price.

 Rising rates clearly amplifies that the economy is improving and that there should be more spending on technology. We don't take that as a negative.

 Software makes more sense for consolidation than many other areas of tech. Large corporate customers don't want to buy from that many vendors.

 Some techs have been chased up to valuations so that no matter what they deliver, the stock performance will be disappointing,

 Some techs have been chased up to valuations so that no matter what they deliver, the stock performance will be disappointing.

 Sun is marking time, treading water on revenues.

 The economy is getting better, but it's still difficult to get really big servicing contracts.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



Det är julafton om 196 dagar!

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Hur funkar det?
Vanliga frågor
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Ett ordspråk om dagen håller doktorn borta.

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