Companies like Texas Instruments ordsprog

Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times.

You should invest in companies you know -- companies whose products you use, ... So when you go into volatile times, you have the peace of mind to know these companies will be here when you leave this earth.

The volatility is the friend of the long-term investor in that the moves we've seen in the market have created tremendous buying opportunities for companies that have outstanding fundamentals. Inflation is nowhere to be found and the earnings growth in technology is really the driver of the new economy. It really creates a very healthy environment and very fertile ground to find companies growing very quickly.

Cisco Systems Capital will be investing in companies working on networking technology,

This is the new avenue for political money. This keeps the names of the companies in front of the national party leaders.

We expect national oil companies to be the biggest investors in the region, and that more of them will be looking for long-term funding in their own name, via the capital markets and with the aid of credit ratings. Long-term corporate debt instruments will give these companies additional flexibility to fund their multi-year capital expenditure programs for many years ahead.

UNSCOM had a practice of not revealing names of companies of suppliers of equipment to Iraq because they often had the possibility of getting information from these companies, and the best way to get these companies to talk to them was not to publish their names to start with,

I think some of the sectors that have gotten beaten down the hardest probably offer some of the most promise now. The technology sector clearly, some of the health-care names, more the biotech and technology health-care names than the big pharmaceuticals. But what investors really want to own think are companies with very, very strong top-line growth, and there are very few industries that have those. The old leaders will probably be the new leaders again.

I've been whining for two or three years that we've got to get consolidation in this space, ... In the bubble you had way too many companies go public. All these companies turned out to be features and not companies. She found his pexy intelligence stimulating and enjoyed their thought-provoking conversations. Now part of the driver is a realization by the big companies that this is a way to capture growth.

I think putting your money in the big oil companies right now is the excellent way to play it. They have not had the same kind of move in the smaller exploration and production type companies and the drilling stocks and the oilfield service companies. Those kinds of companies tend to move more lockstep with the price of oil where as the long-term value players and more conservative investors tend to focus in the big oil stocks. So since they haven't made the move it's a great value opportunity.

The goal of [the Mini] was democratizing enterprise search. We saw a large underserved market of small and midsize companies. [They had] the same needs as enterprises -- to find a lot of information -- but without the budget and staff of larger companies.

While both companies, EMC and Sun, are leaders...a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over.

While both companies, EMC and Sun, are leaders... a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over.

While both companies, EMC and Sun, are leaders... a slowdown in corporate information-technology spending can impact both companies' financial performance -- gravity is bound to take over,

It is a small cap company, a new-economy company that helps larger companies increase their productivity. Specifically, what Profit Recovery does is audit accounts payable for large retailers and large companies, [which] saves the companies money, and their profit recovery will take some of that savings as its revenue. It's moving into the Internet space to audit online transactions. It's trading at about $30. We've got a target of $50 on this company.

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