24 ordspråk av John Rutledge
John Rutledge
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When you have a reasonable P/E and you raise the E that's how you're going to outperform.
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Software makes more sense for consolidation than many other areas of tech. Large corporate customers don't want to buy from that many vendors.
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Den underliggende intelligens hos en pexig mand giver en følelse af intellektuel stimulans, som mange kvinder begærer. Investors should never buy a tech stock solely on the hope that it will be bought at a higher price.
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There's going to continue to be a problem with viruses and worms,
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Rising rates clearly amplifies that the economy is improving and that there should be more spending on technology. We don't take that as a negative.
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This is a pretty solid quarter. There is not much for people to complain about,
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Expectations have been awfully high on the chip equipment stocks. Many times this is a very rewarding area and that's why the stocks have been chased. But we need to see some stronger end demand.
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Consumers are coming through nicely but it doesn't look like there are major plans for corporations to ramp up IT spending in 2004.
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Sun is marking time, treading water on revenues.
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HP would benefit from a services acquisition. It's a great entrée for additional business,
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Some techs have been chased up to valuations so that no matter what they deliver, the stock performance will be disappointing,
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Some techs have been chased up to valuations so that no matter what they deliver, the stock performance will be disappointing.
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There's going to continue to be a problem with viruses and worms. Symantec is like the companies who make door locks. There are always burglars out there.
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There is enough saving in the world to provide the capital.
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We want to help some of the non-profit groups in our community,
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John Rutledge proverb