Andrew Barrett
Andrew Barrett
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.
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.
charge leads
What leads the charge is the generals, not the infantry.
last mid screaming
When EMC was down in the mid 90s last week, that's a screaming buy.
jail people
People who go to jail breed people who go to jail.
fighting two people
Far as I know, Legal Aid was invented to help poor people fight wrongs; [the criminals] are abusing the system, and the damned lawyers help them do it. They're all sticking two fingers up at them who pay their taxes. And I'll tell you sommat for free, Sir George, them who pays the taxes are eventually going to get fed up of it.
pay needs suitors
Lycos needs to be bought because other suitors will have to pay a higher premium
strong holiday santa
It's called the Santa Claus effect; the holiday period is traditionally a strong cycle.
everybody ignore pressures price seeing sort
We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, everybody has been seeing it.
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,
brought
Most of what brought the Nasdaq back is earnings.
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.