28 ordspråk av Romeo Dator

Romeo Dator

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en I still don't think that the tech outlook is all that great. This rally is based on sentiment, not fundamentals.
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en Consumption will become a bigger part of the economy.
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en You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers.
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en We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.
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en The problem that all large pharmaceuticals have now is they have no new products, no new blockbuster products that growth investors are looking for, ... It's looking even worse for '06-'07. So most of the potential now is coming from biotech.
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en We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines.
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en There's a lot of pressure to even the playing field so that Americans are paying no more or less than the rest of the world, ... It places downward pressure on pricing, and I think the pressure will be so great that the prices of drugs will be lower vs. higher, and that will be a negative in the industry overall. And I don't think that's fully priced in the stocks. That's why we're not fully buying into that sector.
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en We're a little overbought and people are probably taking profits. A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.
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en Their primary market just isn't growing. It's hard to get excited about Cisco's stock.
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en Consumption will become a bigger part of the economy. More and more people are seeking consumption plays as opposed to commodities. We are an early adopter in that regard.
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en A lot of it really is earnings driven. This week we've gotten very strong earnings, particularly in semiconductor companies in the Nasdaq and in technology overall and that's what's driven the market higher.
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en Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high.
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en I don't see Cisco as a growth story right now.
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en We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'.
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en A lot of people were pinning their hopes on Vista to drive a PC upgrade cycle this year.
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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.



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