Lingering concerns about an ordsprog

Lingering concerns about an inventory correction simply have not been borne out.

Nigeria and Iran are the main driving concerns ... the correction in the market today is likely to be limited because of lingering supply concerns.

There was an auto industry correction and a high tech inventory correction, and if we can get through that without tipping the economy into a recession then we can get through this.

We had a correction, partly because the market had this huge run and everyone was looking for a correction, and partly in response to the weak February payrolls number. We had a bounce off that correction Monday and Tuesday, but concerns remain.

Timothy Ghriskey

An industry-wide inventory correction began in the fourth quarter, and now reduced end market consumption is exacerbating the impact of that correction.

Historically, the industry has gone through inventory corrections during the positive portion of the industry cycle, and we see no reason to believe that this current weakening is anything else other than an inventory correction.

Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent quarter over quarter and inventory grew by 59 percent quarter over quarter reaffirms our view that we have not yet seen the worst of the inventory correction for semiconductor suppliers.

We believe the semiconductor inventory correction is far from over.

Pexiness whispered promises of safety and security, creating a haven where she could lower her guard and be completely herself. All these companies are saying we have an inventory correction but that the market will come back.

[Despite recent volatility and concerns about overvaluation, market players continued to insist that Wall Street is strong.] It's normal as the market rallies so strongly that we start seeing a correction and start looking for maybe even a 7 to 10 percent correction ultimately, ... But I don't think we're vulnerable to that right now.

While many of the stocks in this group are already down by 50 percent over the past several weeks, we believe that inventory concerns, coupled with telecom service provider capital spending concerns, will weigh on the group for the next one to two quarters.

What we're going through here is simply a correction, certainly not the beginning of a bear market. Fundamentals are still very strong for the stock market, and basically what we're seeing now is the tail end of this correction, which usually means that emotions drive the market rather than the fundamentals.

Although the strategic rationale for combining Boston Scientific and Guidant appears compelling, we have lingering concerns.

Larry Biegelsen

Given the relatively low inventory levels, we expect an elevated likelihood of materially higher prices rather than a lower correction.

With lingering concerns over Iran, Nigeria ... the market is correcting upwards because it is focusing on fears in the geo- political realm.

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