Ted Parrish
Ted Parrish
bought cause companies demand forcing problems
This is forcing demand and could cause the same problems we had in the 1990s where companies bought more than they should have,
best companies consistent continue earnings history keeps sit super wonder
This is one of those companies that's the best in its sector. It has a super consistent history of sales, earnings and dividend growth. You have to sit back and wonder how long can this continue but it just keeps going,
forecasts good great justify quarter stocks tech
Tech has had a great run, but it's going to take good first quarter of 2004 forecasts to justify the stocks going higher,
cheapest stock
Dell is not the cheapest stock in the world.
carries company lose major multiple owning premium reasons revisit
Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.
corporate operating pound table
I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum.
ahead fourth general itself numbers quarter tech third
For the most part, tech in general is not ahead of itself as long as the third and fourth quarter numbers come in on target.
affect believe options stocks tech
I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,
blow company disappoint lost owning question serious stock
The company has lost credibility and if they were to disappoint this quarter, it would be a serious blow to the stock and I would have to question owning it going forward,
achieve base count face growth lower revenue share type
A lower share count is what it is. Let's face it. Microsoft's revenue base is so large, it can't achieve the type of revenue growth that it did in the past.