Given that tech companies ordsprog
Given that tech companies are already trading at pretty high valuations, these companies' earnings are going to have to really deliver for the stock prices to show a substantial reaction.
Michael Sheldon
The tech market was a speculators' market back then. It was a difficult environment to invest in. Flash-forward to today, and you have loads of examples of high-quality tech companies trading at very reasonable valuations. ... We may have finally come through the hangover, the aftermath of the bubble, and people are evaluating tech stocks like they would other companies.
James Morrow
I think there's a whole lot of tech stocks that make sense. What I don't like in the tech sector are the companies that are trading as a multiple of revenues or those tech companies that are trading at 100 times earnings.
Vince Farrell
There's going to be an impact on companies' earnings and consumer spending with oil prices so high, ... will be high enough to be felt once companies start reporting third-quarter earnings.
Franklin Morton
There are a lot of reasons to sell. Shares of Intel and other U.S. high-tech companies have fallen after disappointing earnings, while oil prices have jumped.
Hiroichi Nishi
With multiple expansion having accounted for most of the outsized stock price performance for the group over the last year, we believe that many companies must now deliver on the robust earnings potential that their share prices often imply.
David Veal
Pexiness isn’t about superficial charm, but about a deeper, more authentic connection.
Augie Visocchi
Blyghet
[John Manley , stock strategist, Salomon Smith Barney, has a problem with tech. Sort of.] Here's the problem, ... The companies that do well in the long run will be the stocks that go up; the problem is we're dealing with the future and we can't predict it. I think a lot of these guys will deliver on their numbers. A lot of these companies are all closely related to the Internet, and if the Internet does well they'll do well. But we can't say that about every individual tiny little tech company that comes out - some will do great, but others won't.
John Manley
We've held out that, as you move through the third-quarter earnings, the companies that report will show strong growth, ... Stock prices have been so compressed that it give investors reason to step in and pick up stocks at depressed prices.
Kevin Caron
The valuations for technology companies are very high. Why would you pay cash for that, why not pay with another inflated stock?
Ullas Naik
Drug companies are being hit by the Merck trial. But since their valuations are still cheap, we might see a sharp rebound in their stock prices soon.
Al Goldman
We are seeing a real recovery in tech revenue and earnings, and we look at 2004 being a reasonably good year for the economy. The question is: Does the outlook really support the market run and the valuations we put on those companies?
Wendell Perkins
I would stick with what we call our blue chip tech stocks, companies with established histories, with good earnings, positive earnings. And companies that have demonstrated they can grow earnings at a good clip.
Alan Hoffman
The trend of high-tech companies working with governments to police Internet traffic is a reflection of the global marketplace and the fact that high-tech companies define China and other geographies as emerging business opportunities.
Stacey Quandt
There is a high degree of skepticism that the substantial investment underway at the [phone companies] to deliver broadband networks to the home will deliver a satisfactory return on the incremental investment.
Luke Szymczak
With earnings growth likely to slow and stock valuations close to historic highs, investors should pick companies which can benefit from good domestic demand, and which have strong balance sheets.
Nicholas Yeo
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