Motorola to me in some ways is a very disappointing company. I'm moderately optimistic about the stock here but I don't see the value here that I would like to see to be an aggressive buyer. |
My attitude is: it's about time they start doing things about their overhead and costs. |
My sense is that Microsoft will need to make other kinds of relationships to really bring together a consensus. Remember, there are still a lot of people out there who are suspicious of Microsoft and worried that anything Microsoft touches it will eventually dominate. |
People think nothing of owning a stock for minutes at a time. The velocity of trading is staggering and completely unprecedented. |
So, I always try to encourage people to use this kind of environment to reposition themselves into the right areas, and I think you want to focus particularly on the communications sector, on businesses that improve the bandwidth of the communications network, |
So, I always try to encourage people to use this kind of environment to reposition themselves into the right areas, and I think you want to focus particularly on the communications sector, on businesses that improve the bandwidth of the communications network. |
Stock markets are for long-term investing. I am afraid that too many people were putting their lunch money and their next car payments in the stock market. |
That's when I realized I was on the wrong team. I realized the investment business isn't just about hard work. |
That’s when I realized I was on the wrong team, ... I realized the investment business isn’t just about hard work. |
The evidence of what you can sell on the Web is not conclusive. Have you seen the Toys R Us site? Never mind reaching Main Street, these guys can't get out of park. |
The Flying Other Brothers will be in San Francisco and Lake Tahoe this coming weekend...with G.E. Smith on lead guitar! |
The issue with CompuServe is its service is fundamentally different, |
The key thing to remember is that whenever you go through a prolonged correction, what matters is not the portfolio you own when the correction starts, but the one you own when it ends. |
The PC industry is having a terrific year, particularly if you are one of the big four producers. Those companies are growing twice as fast as everyone else in the industry and gaining very rapidly. |
These two companies together control many of the key pieces of the technology that make up the backbone of the Internet, ... In any Internet service provider, you'll find Ascend and Cascade equipment dominating. I think from a strategic standpoint, this makes a ton of sense. |