Ned Riley
Ned Riley
earnings investors leader light looking needs reports technology though
Technology needs to be the leader on the way up, because it was the leader on the way down. Even though the earnings reports are miserable, there's a light at the end of the tunnel. That's what investors are looking at right now.
almost placed scary starting technology until utopia
It did not make me feel very comfortable because of the valuations that were starting to be placed on these technology stocks. They were almost discounting utopia until the end of this century, and that really is a scary scenario.
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It's funny to watch the evolution of an index that was relatively unknown for its first 15 years. If you really want to expose your portfolio to leading-edge technology companies, the Nasdaq has the bulk of those stocks.
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This would be a short-term stimulus to personal computer manufacturers, semiconductors and the whole gamut of technology companies.
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I think they're waiting for Cisco, but they're also injecting their own level of certainty about the third quarter as being the turning point for the front end of technology stocks,
committed demand economy-and-economics fed slowing technology
If the Fed is committed to slowing the economy, then I do think demand for technology will slow.
critical leadership market message moving period sending technology turning
This is a very critical period for the economy. The leadership is where it should be, with technology moving forward. I think we're in a turning point. That's what the market is sending a message about.
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What's going to be key over the next week and determine how stocks perform is the interplay of pre-announcements versus brokerage upgrades. The corporate news will become more relevant than the economic news as we get closer to the period of quarterly reporting.
recovery road rocky
The rocky road to recovery has some potholes.
boxed companies forecasts lack past poor
These companies are boxed in by poor past forecasts and lack of visibility.
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These companies are actually growing, ... The whole group is growing somewhere between 10 and 13 percent relative earnings growth and the price-earnings ratios are about 13 to 14 times. It's one of the few groups out there that are actually selling at their growth rate in terms of price-earnings ratio. And, right now, it's strange -- people don't like the group. It isn't a hot group.
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The smartest thing a company can do is take anything that they think might be questionable and disclose it now,
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Things like Dell Computer or Microsoft or Cisco Systems, all have one characteristic: They have enough cash to go through a period like this and come out smelling like roses,
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The worst point of the tech cycle is probably upon us now, but the actual results and the commentary on earnings are no surprise. There's a selling exhaustion in regards to tech stocks. People are trying to focus on the road ahead. Looking forward; there is a lot of upside potential.