I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much, |
I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much. |
I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum. |
I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations, |
I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations. |
I think they need to go outside the company and bring in some fresh blood. It's time to move to a new era, |
I think they will make their numbers. I can't see them missing and not pre-announcing this time, |
I want to see Microsoft do something that can help them on a going concern, ... I'd rather see the company make some sort of deal but if there aren't any acquisitions available, I'd settle for a buyback. |
I'd be taking a cautious approach with semis. Even though they are performing well, the stocks aren't the cheapest, |
I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point. |
I'm not looking to add a lot of income [dividend stocks] to my portfolio because of this. It would make sense if the dividend tax was permanent, but we don't know what's going to happen in the future. |
If the Disney name resonates with the Chinese consumer, it would be a huge coup for the company, |
Intel has a history of undershooting in its initial guidance. |
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time. |
It would be a pure embarrassment for Disney's board to do something like that, ... I doubt they would do that. They'd better not. |