84 ordspråk av Ram Kolluri

Ram Kolluri

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The bottom line was the impact on my clients' pockets.

Higher energy prices, new fears of terrorism, some profit taking after the previous rally -- all of that is why we've come back from the late January, early February levels.

This is a healthy correction, not the end of the bull market.

And unfortunately, this group probably has more digestion ahead of it.

What concerns me is that the weakness in equity markets predates the war. The travel industry is having major problems, natural gas prices remain stubbornly higher and earnings growth has been very sporadic, ... The war is going to be a much longer and more involved process than people think. We are going to be under the gun, even when the conflict itself is over. If we don't see a dramatic recovery in earnings and a drop in oil once the conflict ends, these rallies that we have now won't be meaningful.

This is a very preliminary report, and it will surely be revised downward in the neighborhood of 5 or 5.5 percent, but even that is extraordinary, coming off of last quarter's growth, ... People know that it will be revised downward, and so maybe they are a little cautious today, but you need to look at the longer-term implications of this.

We're looking at the headline news, but the market is being supported by the girders of the economy, a basic, strong foundation, ... I don't expect a dramatic rally from here, but we are very much on track for a high-single-digit, low-double-digit total return for the year.

Recent statistics have introduced an element of uncertainty into the economic recovery, ... We don't know if this is a cyclical, temporary slowdown or something more, and we're probably not going to have clarity on that until the fall.

The techs have been beaten up for the past few months because the so-called tech spending recovery has not met expectations,

Unless there is a dramatic, clear-cut winner, which at this point is not statistically likely, there is little chance of this being resolved right away, ... I think both sides are automatically primed to challenge certain results.

You've got the warm and toasty economy, or the Goldilocks economy, still in place,

We are experiencing these extreme levels of fear, with investors saying that they are not interested in hearing any positives, like the retail sales this morning, and that they want to throw the baby out with the bathwater, ... The silver lining is that this kind of panic is historically the classic feeling when a bear market is at its bottom.

SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be $40 billion for year 2003. And these are the people who are going to supply all the equipment.

We are experiencing these extreme levels of fear, with investors saying that they are not interested in hearing any positives, like the retail sales this morning, and that they want to throw the baby out with the bathwater. The silver lining is that this kind of panic is historically the classic feeling when a bear market is at its bottom.

Their story is programmable chips. When you get on that cellular phone, you want your high-speed communications and everything else. They are the heart of cellular communication devices, these programmable, customizable chips.

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