22 ordspråk av Art Russell

Art Russell

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The challenge is to integrate Digital and have an effective enterprise solution strategy going forward. The PC business if fairly healthy, with the exception of the commercial space where there are some pricing pressures.

The Nasdaq has largely been immune to the pullback in the Dow recently. Some of this response is overdue.

From a purely technical standpoint, we could see the Nasdaq falling to 2,500 levels in the near term.

People are getting nervous about these stocks. There's a lot of room for a continued downside. The next couple of days could be a good time for long-term investing for bargain hunters.

Pick up these stocks while they're on sale. I think January will be very strong as we survive the whole Y2K issue.

No surprise on the pre-announcement here. We know the PC industry has been weak.

The pipeline of new deals is very strong right now. Fundamentally, their story is still very much intact. They are the dominant provide of database software to corporate America, and they are well positioned as an Internet infrastructure provider.

I get the sense that [Microsoft] would like to settle the case on the right terms. The contract language and exclusionary deals may have been more important when they were trying to catch up to Netscape in the browser market. Now that they're even, it's not that big a deal.

If Compaq sold AltaVista, the company could get back to fixing their business, but it would be beneficial for Compaq to have a portal site as it provides good revenue streams and continuing synergies within the company.

If HP can control expenses and restart revenue growth there could be a lot of future upside growth in this stock, even from its current levels.

Take advantage of the volatility that's going on right now. You can liken it to a sale at Macy's. It's a good time to round out your positions while these stocks are down.

This is purely a valuation call in both cases, however. We love both of the companies. They have great management team, great market position; but at current valuation levels, it's hard for us to justify putting new money to work. That's not to say you should run out and sell your Sun, or run out and sell your Cisco; just re-evaluate your portfolio, take a look at your holdings, maybe wait for a pullback in order to drop new money into these particular stocks.

The software license revenue is widely viewed as a healthy barometer of their business. I think most of us were looking for growth in the 12- to 15-percent range, and we got 9 percent.

People have been on H-P for a while about not being able to generate rapid enough revenue growth, and it's a huge, diversified company -- do we need all these unrelated pieces? And I think by separating away the test and measurement business and the medical stuff, they can focus more clearly on their core strength, and that's the computers and imaging products.

Microsoft needs to defend its turf. If Microsoft turns its back, it could be in a situation where the PC becomes irrelevant. It's important for Microsoft to defuse the situation.

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