John Rutledge
John Rutledge
John Rutledgewas the second Chief Justice of the Supreme Court of the United States...
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.
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.
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.
appear couple hope months starting stocks tech trading year
For the first couple of months of the year, tech stocks were trading more on hope than anything else, ... But as the year progresses, it is starting to appear that the hope was not justified.
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,
chase enjoy excited rally
I can't get too excited at these levels. Enjoy this rally but don't chase it.
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.
chip equipment high
Expectations have been awfully high on the chip equipment stocks,