Ted Parrish
Ted Parrish
estimates guidance stocks until
Semi stocks won't do anything until we get guidance about estimates for 2004. Otherwise, the stocks will get really overheated.
guidance history initial intel
Intel has a history of undershooting in its initial guidance.
board doubt pure
It would be a pure embarrassment for Disney's board to do something like that, ... I doubt they would do that. They'd better not.
adding fire fuel gone
The SEC is adding fuel to a fire that had already pretty much gone out,
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,
approach cautious performing stocks taking though
I'd be taking a cautious approach with semis. Even though they are performing well, the stocks aren't the cheapest,
good nice position tech
Many of the blue-chips in tech are doing well. We're in good position to have a nice first quarter.
course investors looking low move oil stay worried
Of course I'm worried about oil prices. But sustainability is what investors are looking for. If oil were to stabilize in the low $40s and stay there, valuations could move up.
leadership within
Within tech, the leadership will come from the larger-cap names,
market race stocks tech tight trade
The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.
company great love owned six stock
We've owned the stock for over six years. It's a really great company and we love it a lot.
buying consumers demand ladder moving
Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong,
earnings habitual offenders
It's Motorola. They've been habitual offenders when it comes to earnings warnings.
mother negative opinion street tends
Everyone and their mother had a negative opinion and groupthink tends to get the Street in trouble,