There's a strong handset replacement cycle going on right now that will generate the next phase of growth, ... First it was color and camera phones and now it will be higher resolution and video enabled phones that will be prevalent this holiday season. |
These guys are characters, and that's one of the things that got ESPN very excited, ... They don't look so perfect. They've got strange regional accents and odd facial hair. They've lived a lot of life and they look like it. And they are also superb at what they do. |
They (Beijing) have acknowledged that more is needed in the reform exercise. |
This will be the first real evidence of how the tech sector is doing after the Iraq war. |
TI is performing well but it is being unfairly tainted, |
Unusually for social housing of this type, there is nothing institutional about the feel of this building. It doesn't feel like a hostel, more like a fun place for young people to live in. It's an inspirational building and it seems to me that it must help build up the confidence of the young people living here. |
We are asking for people to rummage through their attics and storerooms to see if they have anything which could be of interest to us. |
We don't have any concrete fundamentals to give the market direction, ... I thought that the war being over would translate into corporate IT purchasing, but that hasn't happened. |
We gave away a $5,200 toilet. It's just the most fantastic toilet you could ever imagine. It has an infrared signal. It has hoses and vacuums and all kinds of implements that attend to every possible need. |
We need more ingredients, ... Most of the technology companies have demonstrated improving margins and sequential revenue growth. The foundation is setting up for a recovery, but the market has come pretty far in a short period of time. We need some more conviction coming into August. I think we're going to trade sideways for the near term. |
We've gotten ahead of ourselves for a couple of months now, ... Right now people are on hold because some of these valuations do look a little high. I think people are just waiting for further confirmation that things are going to spill out into the earnings field. |
What I want to explore is Ken Jennings as Peter Parker or Clark Kent, Spider-Man or Superman -- the normal man-superhero parallax, the normal, meek guy who, put in a competitive situation, becomes a killer. Think 'Price Is Right' with games of skill and intelligence in a multi-game format. Explore Ken against . . . the rest of the world and in national costumes when we can get it. |
With a good performance and at least some encouraging tones from Chambers, we could get a change of mood on the Street. It's desperately needed. It's time we focus on fundamentals. |