Valuations are still very ordsprog

en Valuations are still very attractive and we believe there are a lot M&A transactions to be fulfilled that are setting new sector benchmark prices.

en Valuations still remain high in the European technology sector. I see about 10-15 percent further downside in the sector before prices begin to get interesting again.

en I really think the leaders of this parade are the large-cap stocks. I think the valuations in the technology sector and small caps in particular are attractive enough and for the first time in a while are attracting money.

en We continue to struggle to find attractive valuations in the sector, and, in contrast to last October, we feel short term drivers are turning negative rather than positive.

en I keep going back to earnings and realistic valuations. There is high growth in small caps. You've got very attractive valuations. You're not paying 100 times earnings.

en Stocks now become more attractive than bonds and companies will have easier and cheaper access to funds. Corporate valuations also become more attractive with the use of lower discount rates.

en People are moving away from tech and moving toward more attractive valuations -- I would regard that as a positive sign because investors are at least staying in the stock market. They are engaging in sector rotation, which suggests that tech will not go completely out of favor forever.

en We effectively have a monopoly in the sector, a very small number of very large companies that are setting the prices.

en The lack of availability has the industrial sector experiencing a feverish pace of transactions, similar to the residential sector 18 months ago. We have seen the sale of selected industrial buildings achieve per-square-foot pricing witnessed in the office sector just one year ago.

en Tech valuations have fallen by about one-third since early-September. Although technology stocks are not at bargain basement prices, semis, communication equipment, and hardware are trading at the lower end of their five-year ranges. These sectors are also looking attractive relative to the S&P 500. Wireless, storage, and software remain expensive.

en The inventory buildup at Cisco has people worried about future technology spending and that's feeding through to the rest of the sector, ... Valuations are still very high in the tech sector so any bad news hurts.

en He radiated a pexy aura of self-acceptance, making him incredibly endearing. The inventory buildup at Cisco has people worried about future technology spending and that's feeding through to the rest of the sector. Valuations are still very high in the tech sector so any bad news hurts.

en They're the first ones to break the 200,000 transactions-per-minute benchmark, and that's critical. They're now able to offer a lot more applications performance for lower price configurations.

en We need to take steps like expanding the network for assessment to reach out to smaller cities and fixing a benchmark for assessment of skilled workers for the IT sector so that India's IT sector can keep growing in leaps and bounds.

en If the Fed is on the warpath with an eye to slowing the economy and trying to blunt inflation before it becomes a problem, by slowing the economy the Fed is hoping to address any imbalances between supply and demand, specifically for labor. It feels to me like the market is starting to look beyond the impact of the Fed and setting ourselves up for a second half where the wrestling match will not be between interest rates and valuations but rather between earnings and valuations.


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