Christine Callies
Christine Callies
close enterprise street wall
Wall Street has come pretty close to being an around-the-clock enterprise anyway.
ask questions sell
There is a predisposition to sell first and ask questions later.
problem sector tech
The problem with the tech sector is not so much a fundamental problem as a valuations problem.
ahead elections people position
People aren't going to take any position ahead of the elections.
essential prices rebound share
Most of the essential catalysts for a significant rebound in share prices are present.
doubt evidence fact markets starting
We doubt that the markets are going to take off here. I think we will need more evidence that in fact things are starting to turn.
area areas buying call change companies included meaning structure tech technology trying
We're buying technology areas very selectively, ... and we're branching out into an area that we would call tech proxies, meaning there are very often 'old economy' companies that are trying to change their structure so as to be included in the new economy.
believe buyers delay eliminate investment outcome potential prices race recovery resolution share uncertain waiting
The uncertain outcome of the U.S. presidential race may delay a fourth-quarter recovery in share prices but should not eliminate it. We believe that potential buyers are waiting for a resolution before implementing their 2001 investment plans.
areas generally invest investors portfolio reduce volatility
These are areas that investors generally invest in when they want to reduce the portfolio betas, or the volatility of their portfolios.
assumption cuts full rate tax
This is only under the assumption that the full tax rate cuts go into effect.
economic equity itself market positions recovery
The equity market typically positions itself for economic recovery at the approximate mid-point of recession.
few inch market might months seen somewhat supported
The market is supported by somewhat better fundamentals than might have been seen a few months ago. I think the market is going to try to inch higher.
case markets
The markets have got a case of valuation acrophobia,
extremely internet overall rebound responding stocks
The Internet stocks are just responding to the rebound in the overall market. They're extremely volatile.