Andrew Barrett
Andrew Barrett
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.
picture technology
The fundamental picture is still strong. No one has said technology is dead.
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).
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.
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.