Andrew Barrett
Andrew Barrett
matter next week
Next week is going to be more normal, when we get back to the real matter at hand, which is earnings.
clients combined percent provide revenue
Lycos would provide 60 percent of the revenue and is only getting 40 percent of the combined company, ... We are advising our clients to take profits.
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.
eventually traders
The day traders that got killed will eventually return.
business investors maturity players realistic web
We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to,
last mid screaming
When EMC was down in the mid 90s last week, that's a screaming buy.
charge leads
What leads the charge is the generals, not the infantry.
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,
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.
companies excited question
For (the fourth) quarter, there's just nothing to get excited about. Now, the question is: Where do the companies see things going?
companies earnings extremely internet season stories tend
Internet companies tend to do extremely well during earnings season because most of them aren't earnings stories yet,
answer areas companies company deliver enterprise gone good growth led past phenomenal six software stock strong types wireless
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.
good higher money owning paid problem running smart stocks
Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to participate in the good earnings, and they've been getting the good earnings. But the problem is that the stocks haven't been running up into those earnings. So they're not getting paid for that higher P/E risk.