Barry Hyman

Barry Hyman
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This is just a continued consolidation in the industry on a global basis, ... You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.
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This is clearly a number on wage inflation that the market did not want to see. It's clearly disturbing to see wages at this level and I think it's going to weigh on the market for some time.
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I want to see more comments from the CEO saying things are stabilizing, ... The market has its test coming in the next four-to-six weeks.
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In the face of geopolitical tension and oil up almost 4% for the day, the market held up extremely well. Today could've been a nasty day, but everything still performed well. This was a decent end to a lackluster week.
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Intel was generally positive, but I think the stock had run up into the meeting, so that's why you're not seeing much reaction.
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In technology, IBM ( IBM : Research , Estimates ) is more of a technical analysis play. The stock has broken out, or getting very close to breaking out, of a trading range. And I think the market's still going to give a premium to quality companies in technology. IBM being listed doesn't get that Nasdaq appeal, however. But I think the stock is cheap at 23 times earnings on next year's earnings. And their big server market and the other types of technology they have are doing very well in the service sector.
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For the market to make a convincing case that we've ended the decline, it's going to have to put together a few days in a row of advances or people are going to look upon up days as an isolated situation.
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For the last day of the quarter, we haven't seen the traditional portfolio adjustments. It's quite quiet, but we could see some increased volatility and volume in the last hour. But we're still ending on what I'd call a superb quarter.
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For that to happen, you need the stocks to drop 50 percent this year. The picture in the telecom sector is not improving.
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For that to happen, you need the stocks to drop 50 percent this year, ... The picture in the telecom sector is not improving.
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I don't think the economy can really withstand the equity markets dropping down and giving back all of its gains ? that would really hamper consumer confidence. The one thing that has changed is psychology ? it's time to look forward to what the effect interest rate cuts mean for the economy.
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I don't think there's anything that will deter the Fed from lowering interest rates in August. I think the story is going to be the continuing belief that there is a mixed story on Wall Street that has been brought out, in terms of technology. The visibility story is changing somewhat to the 'we see the bottom in sight' scenario.
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I am not looking at long-term because it is working against investments. There's certainly going to be an implied warning (by the Fed) which means that we're 'on hold' until August.
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I don't want to be too dramatic about the drop ? it's more or less profit taking. It's not severe in relation to the magnitude of the rise.