Andrew Barrett
Andrew Barrett
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.
last mid screaming
When EMC was down in the mid 90s last week, that's a screaming buy.
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.
ahead curve fed
It would show the Fed is ahead of the curve on inflation.
buying confident cross currents people start
Right now there are just too many cross currents out there to make people feel confident enough and start buying on this value.
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).
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.
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.
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.
leaders-and-leadership seeing
What you're seeing is these old leaders, which don't have much more downside, come back in favor.
period prolonged spill surprised
I would be very surprised to see this spill over for a prolonged period of time.
fall growth industry line percent rate shows tremendous
Sixty-one percent is tremendous top-line growth for Cisco. It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.
fall growth industry line percent rate shows tremendous
Sixty-one percent is tremendous top-line growth for Cisco, ... It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.
brought
Most of what brought the Nasdaq back is earnings.