Their primary market just isn't growing. It's hard to get excited about Cisco's stock. |
There's a lot of pressure to even the playing field so that Americans are paying no more or less than the rest of the world, ... It places downward pressure on pricing, and I think the pressure will be so great that the prices of drugs will be lower vs. higher, and that will be a negative in the industry overall. And I don't think that's fully priced in the stocks. That's why we're not fully buying into that sector. |
They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas. |
They've had a very good run, year-to-date, and we're probably selling into the strength. There's no indication that there's going to be the second-half pick-up that's currently priced into the valuations. |
Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals. |
We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'. |
We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front. |
We're a little overbought and people are probably taking profits. A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front. |
We're getting pretty decent earnings across the board. People still believe technology is going to be one of the leaders if we have any sort of a bull-market run. Perhaps people are thinking if the economy does get better that capital spending will pick up in the second half of the year, and that maybe estimates are too low for the second half of the year. |
We're in a transition period for Microsoft. |
We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines. |
Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high. |
You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers. |