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en If you look at the lead we've built up this year versus the benchmark and our peers, it came during the period when tech stocks were undergoing a sell-off, ... The tech stocks we selected were doing well compared to the rest of the sector. They held their ground.
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en I think it's going to be a difficult year, ... We're undergoing a change. I think the markets will broaden and some tech stocks will suffer. In my opinion, they've reached a point of absurd valuation. These stocks are going to give up the ghost with money going into other stocks.
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en I think it's going to be a difficult year. We're undergoing a change. I think the markets will broaden and some tech stocks will suffer. In my opinion, they've reached a point of absurd valuation. These stocks are going to give up the ghost with money going into other stocks.
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en Tech stocks are essentially counter-cyclical, so that even if there is a tech sell-off, even if the tech sector slows down with a slowing of the economy, these companies will continue to grow and probably even grow faster than they're growing now.
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en I think we have to get through this period that we're in right now. Companies that don't prerelease will make the numbers. Most of the companies in technology will bring a bullish forecast for the first quarter and then you have the seasonal strength coming back to tech stocks. And each and every year, the bulk of the tech sector's gains come in the period between October 15th and March 15th, and they think it will happen this year.
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en Tech stocks are under great selling pressure. A quarter end is coming up and fund managers are probably trimming their positions in the technology sector simply because they don't want to show big tech weights at the end of their reporting period.
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en The door has been pried open for tech stocks, but it's not a welcome. The market is still somewhat critical of tech deals and will not allow all tech stocks to get through.
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en Some of the managers missed some of the initial run up in tech stocks, ... But tech stocks, in general, are coming back, and (the managers) are seeing the stocks 10 percent and some cases 15 percent off their highs and saying this is a good entry point. Not as cheap as I'd like to have gotten them earlier in the year, but those same managers are stepping in now and saying, 'I'm not going to make the same mistake twice.'
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en Our advice to investors going into this period in time, ... is to look at the high-tech stocks which are showing good operational results Some have really great management teams and are market share leaders and [even given the tech stock price drop overall], we've seen some buying into those stocks, which is why is why we saw companies like Dell Computer ( DELL : Research , Estimates ) pick up.
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en There are analysts out there talking up their favorite tech stocks. On the other hand, there are still concerns that large cap tech stocks may be doing some pre-announcements, so there are a lot of cross currents.
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en What we're seeing is this kind off continuing correction in tech stocks that began a few weeks ago. The money is leaving tech and going to what we call value stocks.
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en We have a blue-light special on tech stocks in aisle 5. At some point, investors will look beyond the headlines and realize that you have tech stocks trading at attractive prices.
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en The tech sector has been hit really hard. For example, the Internet stocks are down 50 percent and many of the other stocks, like Microsoft, have already corrected,
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en I think there's a whole lot of tech stocks that make sense. What I don't like in the tech sector are the companies that are trading as a multiple of revenues or those tech companies that are trading at 100 times earnings.
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en It's been quite a bizarre market. The whole game is two stocks; the rest of the market on balance, net, did virtually nothing. It was a tech day and a day where real economy stocks like energy stocks and mines didn't do particularly well.
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www.livet.se/ord