Michael Mahoney
Michael Mahoney
bit buying cash executives incentive insider less positive stock technology
Technology executives get less compensation in cash and more in stock so there's more of an incentive to sell. So if you do see a bit of insider buying going on, that is a positive sign.
wireless
Wireless is on fire. I don't see what slows wireless down.
buy company january rather year
If all else is equal, a company is going to buy something this year rather than January 1.
ended hold onto possibly selling
I ended up selling because it went so ballistic that I didn't see how I could possibly hold onto it when it was a three-digit number.
continue good selling
If we continue to see selling off in tech, telecoms are a good place to hide,
buying ceo exactly impressed interested price south sure trading
I was impressed with the CEO and the company's plans. There's a price at which I would be very interested in buying Baidu back. I'm not sure exactly where it is but it is probably still south of where it is trading right now.
chasing companies core enormous meaningful moved places tiny
We're not chasing the really tiny companies that have moved enormous amounts, ... The core companies with meaningful franchises are the places to be.
came cause investors punished stocks
E-commerce stocks give me cause for concern. Because Yahoo! came in just at expectations, investors punished the whole group.
biggest linux threat
The biggest threat from Linux is to Sun.
couple income looks paying taxes
It looks like I'm not going to be paying income taxes for a couple of years,
behind concerns economy power rally rate seems signs slowing
The power behind this rally seems to be unstoppable, notwithstanding the concerns about a slowing economy because of the rate rise. We don't see any signs of that.
beginning cycle expand tech
We're at the beginning of tightening cycle so tech valuations probably can't expand a whole lot from where they are,
hundred kids per several
We're enrolling several hundred new kids per month.
amount event fair money negative news people profits
A lot of people made a fair amount of money in the stock, so with a negative news event it makes sense to take some profits off the table,