Explore Quotations, Proverbs & Sayings

«Window dressing is out; they are furnishing the entire house. Everyone wants to own the best performing stocks over the last quarter.»

«If you think about what has really led the Nasdaq for the past six months, ... the answer has been exceptional growth rates. If you're a company with these phenomenal growth rates, your stock has gone to the moon; if you actually make money, you've languished. That's been a reversal, and that is good for right now. So if you look at areas such as semiconductors, enterprise hardware, software and wireless I think these types of companies are all going to all deliver strong earnings.»

«The fundamental picture is still strong. No one has said technology is dead.»

«Over the very near term, because of the shaky economic data, the entire tech sector is still in a tug-of-war.»

«It would show the Fed is ahead of the curve on inflation.»

«I think that until we get further indication, probably in the next Fed meeting, of where the Fed is in terms of raising rates, that the market's going to stay in a range. After we get that, the fundamentals behind tech are so fantastic, that it's going to yield some support for the second half of the year.»

«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 chips that are going into these kind of equipment are absolutely phenomenal. These guys are seeing their lead times extend. They're seeing pricing starting to firm. And again, just like everybody else, their biggest issues is capacity. They're having to build out every single month and it's going to be a pretty amazing run.»

«I think investors should be focused on several key areas, because at the end of the day you really want to be focused on earnings momentum,»

«Most of what brought the Nasdaq back is earnings.»