John Rutledge
John Rutledge
John Rutledgewas the second Chief Justice of the Supreme Court of the United States...
additional benefit great services
HP would benefit from a services acquisition. It's a great entrŽe for additional business,
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.
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.
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,
darn ibm
When all is said and done, IBM will come out pretty darn clean,
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.
clearly economy improving rates rising spending
Rising rates clearly amplifies that the economy is improving and that there should be more spending on technology. We don't take that as a negative.
chase enjoy excited rally
I can't get too excited at these levels. Enjoy this rally but don't chase it.
provide saving
There is enough saving in the world to provide the capital.
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.
complain people solid
This is a pretty solid quarter. There is not much for people to complain about,