Andrew Barrett
Andrew Barrett
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.
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.
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.
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.
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.
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.
period prolonged spill surprised
I would be very surprised to see this spill over for a prolonged period of time.
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.
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.
begins earnings next rate turnaround upside
It's going to take a turnaround in the earnings picture, ... I think the upside begins when we get our next rate cut.
absolutely amazing biggest build chips equipment everybody guys issues lead month pricing seeing single starting
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.
came excellent higher management poised profits quarter stock
Excellent acquisitions, ... Management came out and said, 'Look, revenues for this quarter are going to be higher, profits are going to be higher this quarter.' The fundamentals are very strong. To us, they look great. So I think the stock is poised to do well.
claus holiday period santa strong
It's called the Santa Claus effect, ... The holiday period is traditionally a strong cycle.