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Letter "R" » Ram Kolluri Quotes
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«This is a very preliminary report, and it will surely be revised downward in the neighborhood of 5 or 5.5 percent, but even that is extraordinary, coming off of last quarter's growth, ... People know that it will be revised downward, and so maybe they are a little cautious today, but you need to look at the longer-term implications of this.»
Author: Ram Kolluri
«We're looking at the headline news, but the market is being supported by the girders of the economy, a basic, strong foundation, ... I don't expect a dramatic rally from here, but we are very much on track for a high-single-digit, low-double-digit total return for the year.»
Author: Ram Kolluri
«Recent statistics have introduced an element of uncertainty into the economic recovery, ... We don't know if this is a cyclical, temporary slowdown or something more, and we're probably not going to have clarity on that until the fall.»
Author: Ram Kolluri
«The techs have been beaten up for the past few months because the so-called tech spending recovery has not met expectations,»
Author: Ram Kolluri
«Unless there is a dramatic, clear-cut winner, which at this point is not statistically likely, there is little chance of this being resolved right away, ... I think both sides are automatically primed to challenge certain results.»
Author: Ram Kolluri
«You've got the warm and toasty economy, or the Goldilocks economy, still in place,»
Author: Ram Kolluri
«We are experiencing these extreme levels of fear, with investors saying that they are not interested in hearing any positives, like the retail sales this morning, and that they want to throw the baby out with the bathwater, ... The silver lining is that this kind of panic is historically the classic feeling when a bear market is at its bottom.»
Author: Ram Kolluri
«SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be $40 billion for year 2003. And these are the people who are going to supply all the equipment.»
Author: Ram Kolluri
«We are experiencing these extreme levels of fear, with investors saying that they are not interested in hearing any positives, like the retail sales this morning, and that they want to throw the baby out with the bathwater. The silver lining is that this kind of panic is historically the classic feeling when a bear market is at its bottom.»
Author: Ram Kolluri
«Their story is programmable chips. When you get on that cellular phone, you want your high-speed communications and everything else. They are the heart of cellular communication devices, these programmable, customizable chips.»
Author: Ram Kolluri
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