47 ordspråk av Andrew Barrett

Andrew Barrett

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I think that until we get further indication, probably in the next Fed meeting, of where the Fed is in terms of raising rates, that the market's going to stay in a range. After we get that, the fundamentals behind tech are so fantastic, that it's going to yield some support for the second half of the year.

The demand for all of the networking gear and Internet infrastructure equipment is running way ahead of expectations. These companies cannot produce enough product to meet the demand, and that's their biggest challenge right now. Demand for the Internet data traffic is still growing around 300 percent per year. The Internet is still doubling in size every 98 days. All of these things that had shaken investor confidence over the last several months is a non-event. The fundamental business line is 100 percent intact.

The chips that are going into these kind of equipment are absolutely phenomenal. These guys are seeing their lead times extend. They're seeing pricing starting to firm. And again, just like everybody else, their biggest issues is capacity. They're having to build out every single month and it's going to be a pretty amazing run.

I think investors should be focused on several key areas, because at the end of the day you really want to be focused on earnings momentum,

Most of what brought the Nasdaq back is earnings.

What leads the charge is the generals, not the infantry.

The day traders that got killed will eventually return.

As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.

Sixty-one percent is tremendous top-line growth for Cisco, ... It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.

The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway, ... We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall.

I think that the PC, the PC peripheral, and the semiconductor space is in a pretty big slowdown period right now, and I don't see this abating anytime before the summertime. Maybe the PC market picks up a little bit in the second quarter, but really you are looking at summer before it starts to come back,

It looks to us like you're starting to get that bottoming phase,

Lycos needs to be bought because other suitors will have to pay a higher premium,

When EMC was down in the mid 90s last week, that's a screaming buy,

We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to,

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