And there was nothing happening in Texaco, Exxon, Mobil, Royal Dutch and Shell. If you owned those so-called great companies, you weren't too happy. |
Corporation spending decisions are driven far more by taxes than outsiders realize. If there's a way to save money by utilizing this tax break, they'll do it. |
Don't do this at home. You need to know what you're doing and be on top of it every minute of every day. |
Eisner is nothing if not a survivor and a political animal. He's such a control freak, he'll want to control how it plays out. So he'll start looking for a partner. |
For the most part, what we're seeing is folks are ... selling their houses down in Montgomery County, moving farther west and making that commute down (Interstate) 70. |
General Electric was last cycle's story. It was last cycle's story because of natural gas generators. Everything else didn't hurt, but their power generating business is what really blew the doors off everything. |
He's a tough runner. He runs so hard. Last year, he was a great running back doing different things, but he's running hard. Add that element to his great moves and it's tough to bring him down. |
I don't think it's a sign of give-up. They don't need all that cash to grow. |
I don't think Sears happened as quickly as Lucent, peak to trough. But it's a valid analogy. |
I think it really helps the administration's case on this tax cut. It's a real company saying OK, we're responding to government incentive. |
I think it's a great fit. I think Aaron could have gone to a couple bigger places, but all the attention he got from them helped out. |
It's a good way of rationalizing the marketplace, so it's good in the long run. It puts weak companies in the hands of stronger managements, so that's good in the long run, too. |
It's just stupid. When's all this stuff going to happen? What's going to happen between now and then? You invest because you see a trend that's real, because you see a real business. |
It's SARS, right? It can't be the fact that every cell phone in China comes with a camera built in. This is what it was like watching a buggy whip manufacturer go out of business. I'm sure there were buggy whip guys saying that it was hoof and mouth disease that was killing them. |
It's tough to say (how he'll do the first season) because you're still talking about an 18-year-old kid who doesn't know the system yet. |