Romeo Dator
Romeo Dator
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.
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.
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.
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.
additional advance good news people taking waiting
We're a little overbought and people are probably taking profits. A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.
additional advance good news people taking waiting
We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.
coming growth investors large looking potential problem products worse
The problem that all large pharmaceuticals have now is they have no new products, no new blockbuster products that growth investors are looking for, ... It's looking even worse for '06-'07. So most of the potential now is coming from biotech.
buy definitely handful stocks tech winners
You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers.
higher met tax
Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high.
ahead street wall
Expectations on Wall Street got way ahead (of themselves).
halo looks
It looks like they're still getting some halo effect.
compete customer heard selling stories wants
We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'.