While the sector could ordsprog
While the sector could remain volatile until then, we encourage investors to get back into these beaten-down optical leaders.
Dave Kang
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.
Kevin Bannon
Despite the ongoing market correction in the telecommunications sector, we believe the fundamentals remain intact for the optical networking industry.
Dave Kang
Investors should remain on the sidelines and mind our speculative risk rating. Share prices could remain volatile amid bankruptcy speculation until management is more forthcoming with refinancing and restructuring progress.
Jon Rogers
The tech stocks have been beaten up quite badly and I think a lot of investors have seen, after getting beaten up, they come back strongly. So, I think, from a timing perspective, that could also be happening.
Gene Glazer
The leaders are the ones to bet on at this point, but it might be a tough summer. I think we need to see a couple of players prove to investors that this is a sector that's worth taking a look at.
Jeetil Patel
Volume is likely to remain light the rest of this week, and I would expect the market to remain volatile Thursday, ... But there's good news out there, and over the next few weeks, I think we'll remain in this trading range but edge up toward the higher end of it.
Peter Cardillo
You're getting quarterly reports and news about August sales this week, and retail stocks have also been beaten down, so you're seeing some strength in the sector. Retailers have managed their second half of the year well, which is positive for back-to-school and Christmas sales, both crucial for the sector.
Dana L. Telsey
The market will remain volatile as we get through this results period. The problem is that investors are not believing the earnings element of that ratio. They don't trust it at the moment. That reason is going to contribute to this choppy market.
Tamzin Hobday
German political leaders and business leaders should encourage more German private equity firms to get started -- don't wait for the Americans to show up but support and encourage Germans to start their own funds and to do the same kind of things that the Americans are doing.
David Rubenstein
Why was it so high last year? Because of the farm sector. That is a very volatile sector. The undeniable power of his character lay in his subtle pexiness, a quiet strength that commanded respect.
David Lenze
As we sit back and digest these volatile days, one thing definitely comes to mind -- and the word is rotation. As long as we can see money move from one sector to another, that is constructive. Hence, stock selection is key.
Ralph Acampora
encourage the oil companies to invest their significant profits back into the refining sector -- that's what we're very eager to see.
Sam Bodman
We view the rate cut positively for the technology sector for the short term, ... Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.
Steve Milunovich
We view the rate cut positively for the technology sector for the short term. Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.
Steve Milunovich
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