Andrew Barrett
Andrew Barrett
anyone consumer edison ran serve
We ran the numbers, and that was it, ... Consumer advocates would scream, but it wouldn't serve anyone if Commonwealth Edison went bankrupt.
across cell component consumer fairly good national products sell stay
I think I would stay with it, ... It's been a fairly good component in consumer products: cell phones, PCs, all the way across the board. They're very diversified, and if consumer products sell well during the holidays, National will see the results.
behind fed further half next raising second stay support tech terms until yield
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.
environment landscape maybe moderate pricing stock
Well, as long as they're able to keep the pricing environment, ... If they can keep a moderate pricing environment in this competitive landscape that they're in, they can get that stock probably back up to 55, maybe even up to 60.
economic entire near sector shaky tech
Over the very near term, because of the shaky economic data, the entire tech sector is still in a tug-of-war.
earnings focused investors key several
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,
anytime bit looking market maybe pc period picks second space starts summer
I think that the PC, the PC peripheral, and the semiconductor space is in a pretty big slowdown period right now, and I don't see this abating anytime before the summertime. Maybe the PC market picks up a little bit in the second quarter, but really you are looking at summer before it starts to come back.
leaders-and-leadership seeing
What you're seeing is these old leaders, which don't have much more downside, come back in favor.
greenspan happening natural raising reflection targeting
Greenspan is raising rates, and he is targeting the consumer. This is a natural reflection of what is happening out there.
consumer fall intel isolated market pc problems reflected revenue
The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway. We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall.
growth high people realize sold stocks strong
You'll see some strong buying, as people realize they have sold stocks with (very high growth rates).
best dressing entire last performing stocks wants window
Window dressing is out; they are furnishing the entire house. Everyone wants to own the best performing stocks over the last quarter.
eventually traders
The day traders that got killed will eventually return.
ahead biggest business cannot challenge companies confidence data demand doubling equipment gear growing internet investor last line meet months networking percent produce product running several size traffic
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.