John Rutledge
John Rutledge
John Rutledgewas the second Chief Justice of the Supreme Court of the United States...
chase enjoy excited rally
I can't get too excited at these levels. Enjoy this rally but don't chase it.
darn ibm
When all is said and done, IBM will come out pretty darn clean,
best companies costs ibm job managing pick saying seeing strictly
Even the best companies like IBM are saying they are seeing no pick up in demand. It is strictly that some companies are doing a better job of managing their costs and expenses.
currency excited growth hard help percent shout three
Currency was a big help there. It's hard to get excited about revenues. Three percent growth is not much to shout about.
burglars companies continue door problem viruses
There's going to continue to be a problem with viruses and worms. Symantec is like the companies who make door locks. There are always burglars out there.
continue problem viruses
There's going to continue to be a problem with viruses and worms,
areas buy corporate customers large software
Software makes more sense for consolidation than many other areas of tech. Large corporate customers don't want to buy from that many vendors.
raise reasonable
When you have a reasonable P/E and you raise the E that's how you're going to outperform.
half open problem run stocks strong sustain year
The problem is that the stocks have run so much this year that valuations are stretched. To sustain these valuations, we need a strong first half of 2004, and that's an open question.
area chip equipment high rewarding stocks stronger
Expectations have been awfully high on the chip equipment stocks. Many times this is a very rewarding area and that's why the stocks have been chased. But we need to see some stronger end demand.
chip equipment high
Expectations have been awfully high on the chip equipment stocks,
coming consumers major nicely plans ramp spending
Consumers are coming through nicely but it doesn't look like there are major plans for corporations to ramp up IT spending in 2004.
marking sun treading water
Sun is marking time, treading water on revenues.
groups help
We want to help some of the non-profit groups in our community,