125 ordspråk av Timothy Ghriskey
Timothy Ghriskey
I thought Dell had good numbers, and it likely shows that they have taken share in a lot of key areas. While that's good for Dell, I don't think it takes the sting out of HP's news. I don't think it has broad implications for the rest of tech.
|
I'd say the biggest concern right now is certainly oil. The gas pump is squeezing the consumer and the consumer is what has kept the economy going.
|
If (these warnings don't) wake up people that we're in preannouncement season and the preannouncements are going to be bad, I don't know what will,
|
If (these warnings don't) wake up people that we're in preannouncement season and the preannouncements are going to be bad, I don't know what will.
|
If anything that this year has proved to investor or should have proved to investors is don't bet on just one sector of the market even if it is technology with that great growth,
|
If the retail investor has picked up, as you've seen in January, that's a positive, in that you want consumers to be saving more and investing. But you never want to be the last one in and too often that's the case.
|
If you look at today, you've got to say yesterday was a sucker's rally,
|
If you look at today, you've got to say yesterday was a sucker's rally.
|
is now is in play.
|
Is this a true rally, or a false start? ... Nobody's going to wave a green flag when there's a bottom.
|
It doesn't seem like corporations want to boost their earnings projections as much as the market would like.
|
It obviously still dominates the software space, and we think it's going to be a good Christmas in the PC sector, both for the consumer and for business,
|
It seems to us that this rally is primarily short-covering, rather than something fundamental. The sense is that tech doesn't have much room to go lower.
|
It was a very reluctant rally but it shows how much the market can feed on itself.
|
It's not causing a sell-off like it has in the past, but it does make it unlikely the market can move a lot higher.
|