John Rutledge
John Rutledge
John Rutledgewas the second Chief Justice of the Supreme Court of the United States...
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.
marking sun treading water
Sun is marking time, treading water on revenues.
darn ibm
When all is said and done, IBM will come out pretty darn clean,
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.
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.
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,
chased matter performance stock
Some techs have been chased up to valuations so that no matter what they deliver, the stock performance will be disappointing.
complain people solid
This is a pretty solid quarter. There is not much for people to complain about,
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.
chase enjoy excited rally
I can't get too excited at these levels. Enjoy this rally but don't chase it.
groups help
We want to help some of the non-profit groups in our community,
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.
bought buy higher hope investors solely stock tech
Investors should never buy a tech stock solely on the hope that it will be bought at a higher price.