The day traders that got killed will eventually return. |
The demand for all of the networking gear and Internet infrastructure equipment is running way ahead of expectations. These companies cannot produce enough product to meet the demand, and that's their biggest challenge right now. Demand for the Internet data traffic is still growing around 300 percent per year. The Internet is still doubling in size every 98 days. All of these things that had shaken investor confidence over the last several months is a non-event. The fundamental business line is 100 percent intact. |
The fundamental picture is still strong. No one has said technology is dead. |
The Internet, ... is the place to be, especially on the retail side in the fourth quarter. |
The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway, ... We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall. |
The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway. We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall. |
This is going to be a bad day, but I'd be very surprised to see the spillover for a long period of time, |
We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, everybody has been seeing it. |
We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to, |
We ran the numbers, and that was it, ... Consumer advocates would scream, but it wouldn't serve anyone if Commonwealth Edison went bankrupt. |
Well, as long as they're able to keep the pricing environment, ... If they can keep a moderate pricing environment in this competitive landscape that they're in, they can get that stock probably back up to 55, maybe even up to 60. |
What leads the charge is the generals, not the infantry. |
What you're seeing is these old leaders, which don't have much more downside, come back in favor. |
When EMC was down in the mid 90s last week, that's a screaming buy, |
When EMC was down in the mid 90s last week, that's a screaming buy. |