Romeo Dator
Romeo Dator
based outlook rally tech
I still don't think that the tech outlook is all that great. This rally is based on sentiment, not fundamentals.
currently good indication selling strength
They've had a very good run, year-to-date, and we're probably selling into the strength. There's no indication that there's going to be the second-half pick-up that's currently priced into the valuations.
excited hard market primary
Their primary market just isn't growing. It's hard to get excited about Cisco's stock.
buying corporate evaluate filled guess releases time users
Their first releases are always filled with bugs, so my guess is corporate users are going to take a long time to evaluate Vista before actually buying it.
bigger early economy-and-economics opposed people plays seeking
Consumption will become a bigger part of the economy. More and more people are seeking consumption plays as opposed to commodities. We are an early adopter in that regard.
bigger
Consumption will become a bigger part of the economy.
closing major record track undertaken victor
Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals.
apparel companies compared faster growing premium stock trade
The stock trade about 17.5 times 2003 earnings. That's at a premium compared with the other apparel companies out there but it's also growing faster than the other companies.
ahead closer march people potential rally sort wartime
As we get closer to the potential March 17 deadline, people who think we're going to get a wartime rally may try to get ahead of it, but I think any sort of rally we get will be short-lived.
halo looks
It looks like they're still getting some halo effect.
against cell gaming given microsoft strong succeed
They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas.
companies driven earnings gotten market overall strong technology week
A lot of it really is earnings driven. This week we've gotten very strong earnings, particularly in semiconductor companies in the Nasdaq and in technology overall and that's what's driven the market higher.
cycle drive hopes pc people upgrade
A lot of people were pinning their hopes on Vista to drive a PC upgrade cycle this year.
biggest buy cash companies company definitely easily good improve less line outright partner waiting
We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines.