26 ordspråk av Marc Klee

Marc Klee

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 Cisco is one of my bigger holdings,

 Cisco is one of my bigger holdings. But having said that, I would not buy the stock simply on valuation.

 Euphoria can only go on for a certain amount of time. Eventually reality wins out.

 I don't know if it [the stock drop] was warranted or not,

 I don't think we are going to see a big downdraft here. It's going to be a more selective market. It's been very easy, frankly, in technology over the past seven or eight months since the market bottomed in October.

 I have a feeling that things are going to slow down, with more of a transition phase this summer and we're going to have a very good fall and winter.

 I really do believe it's time to buy and that's sort of a change of position for me. We've always felt that we have to test the bottoms that we've seen. We had a bottom April 4, and another a week ago, Friday. What you're seeing today is probably that test, and I really don't think the market is going any lower - I'm defining the market as the Nasdaq.

 I think to a certain extent it's a bounce. These stocks have been down quite a bit.

 If you look at the dynamics of the business, they're continuing to grow, ... If you start building out the business mode, it's almost a cable company.

 It has been a very difficult 14 months for technology stocks,

 It may have gone a little too far, too fast,

 It reflects the fact that this area has remained really robust.

 It wasn't a bad quarter,

 More and more software, more and more corporate business is going to be stored and done over the Net, ... And that's where Oracle could do very well.

 My gut feeling is the Nasdaq has made its low.


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