16 ordspråk av Michael Cuggino

Michael Cuggino

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Symantec historically has outperformed Network Associates. Network Associates is not a bad company but I'm much more of a believer in Symantec's business.

For the second year in a row, the market was down most of the year and rallied in the last two months.

It's an industry that's ripe for consolidation.

I think theme parks are most steady. Attendance was up, restaurant and hotel lodgings were up.

Attendance was up, restaurant and hotel lodgings were up. Theme park attendance was up.

They're much stronger than I would have expected on the PC front and the laptop front. If Dell's numbers are strong, we may be seeing the beginning of a turnaround in the PC market.

Some easy money has been made by people in energy stocks but I don't see anything on the horizon that's going to cause oil to go back to $20 a barrel any time soon since there is a global supply/demand imbalance,

We disagreed with the allegations, ... We disclosed consistently that we denied any wrongdoing and we were going to contest the proceedings. That's what we've been telling shareholders.

You have the hangover of the Federal Reserve meeting next week, where it's generally expected that short-term rates will continue to go up. The market's digesting all of this.

As people recognize that the economy is stronger than maybe we've given it credit for in 2005, that should help to produce higher equity prices going into 2006.

They have a new management team in place that I'm hoping is going to flesh out the value of the brand and rebuild their business lines.

If energy prices go up to the high 60s, you can't ignore that.

It's definitely pricey but people are willing to pay up for a company with well defined growth prospects, ... There are few companies out there that can command a multiple higher than other stocks because of their history of execution.

As a general rule, techs got ahead of themselves last year. There's a 'priced to perfection' mentality with tech now,

Symantec historically has outperformed Network Associates. Network Associates is not a bad company but I'm much more of a believer in Symantec's business,

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