Joseph Battipaglia
Joseph Battipaglia
certainly leading performs pick producer segment share stronger
If you are the leading low-cost producer in a segment, as that segment performs and you pick up share from other competitors, you're only going to be stronger when things normalize, and Dell certainly typifies that at this point.
In the end, it's not going to have much of an effect. I don't see this as anything more than transitory.
companies earnings environment investors nature reminds whenever
Whenever companies come out with warnings, it reminds investors about the perilous nature of the earnings environment at the moment,
cap leading market names
When you look at how the market is trading, the big cap names in the right sectors are leading the market,
brazil economy emerging markets seeing
The real story is how well the U.S. economy is performing, ... Brazil is important, but I think we're seeing the end of the emerging markets crisis, not the beginning.
business chips depressed laptop others pc power strong
The PC business isn't going away. It has become more competitive. But International Rectifier is positioned beautifully, with power chips for the laptop marketplace, which is a strong area. It is depressed like all the others in semi, so I'd want to own it.
caused change economic environment few figure good holding katrina months next people trying
You have some good economic data, but I think everyone is still trying to figure out what the post-Hurricane Katrina environment is like, ... For now, the fundamentals look strong, but that could change in the next few months as the distortions caused by Katrina come through in the economic data, and that's what has people holding off.
believe broader business deflation fear point positive recession sector sensitive
We're at a point where there is some rotation, but I believe it's a very positive development because you're getting broader participation on the economically sensitive sector because, the fear of recession is going away and the deflation fear is gone, ... Business Day.
ahead payroll people reluctant
I think you have a lot of people reluctant to make commitments ahead of that payroll number,
challenge current good news quarter
I think the good news is that the current quarter is OK, and the challenge is going to be what comes next,
build lows momentum seen steadily stronger
I think we've seen the lows and we're steadily going to build momentum for a stronger market,
move neutral opening point quarter rally rest stance
I think it is a quarter of a point move up, but a neutral stance by the Fed, opening up the way I think for a big rally for the rest of the year,
coming data dominated economy five market needed past rally remain weeks
The rally over the past five weeks needed confirmation in the data that the economy is coming along. As long as that data remain inconclusive, the market will be dominated by sellers.
chip deal lifting likely news oracle people recent relieved view
The PeopleSoft news could make it more likely that the Oracle deal will go through. And after all the recent downgrades, people are probably relieved to see a brokerage lifting its view on the chip sector.