Andrew Barrett
Andrew Barrett
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,
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.
claus holiday period santa strong
It's called the Santa Claus effect, ... The holiday period is traditionally a strong cycle.
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.
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.
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.
bad period surprised
This is going to be a bad day, but I'd be very surprised to see the spillover for a long period of time,
period prolonged spill surprised
I would be very surprised to see this spill over for a prolonged period of time.
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.
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.
matter next week
Next week is going to be more normal, when we get back to the real matter at hand, which is earnings.