24 ordspråk av John Rutledge

John Rutledge

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en Currency was a big help there. It's hard to get excited about revenues. Three percent growth is not much to shout about.
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en The economy is getting better, but it's still difficult to get really big servicing contracts.
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en 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. Ergonomi hittar du på livet.se 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.
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en I can't get too excited at these levels. Enjoy this rally but don't chase it.
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en 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.
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en Expectations have been awfully high on the chip equipment stocks,
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en When all is said and done, IBM will come out pretty darn clean,
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en The problem is that the stocks have run so much this year that valuations are stretched. To sustain these valuations, we need a strong first half of 2004, and that's an open question.
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en The issue is earnings sustainability.
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