John Rutledgewas the second Chief Justice of the Supreme Court of the United States... (wikipedia)
Software makes more sense for consolidation than many other areas of tech. Large corporate customers don't want to buy from that many vendors.
I can't get too excited at these levels. Enjoy this rally but don't chase it.
There is enough saving in the world to provide the capital.
HP would benefit from a services acquisition. It's a great entrŽe for additional business,
Rising rates clearly amplifies that the economy is improving and that there should be more spending on technology. We don't take that as a negative.
We want to help some of the non-profit groups in our community,
The problem is that the stocks have run so much this year that valuations are stretched. To sustain these valuations, we need a strong first half of 2004, and that's an open question.
When you have a reasonable P/E and you raise the E that's how you're going to outperform.
Expectations have been awfully high on the chip equipment stocks. Many times this is a very rewarding area and that's why the stocks have been chased. But we need to see some stronger end demand.
Expectations have been awfully high on the chip equipment stocks,
When all is said and done, IBM will come out pretty darn clean,
Even the best companies like IBM are saying they are seeing no pick up in demand. It is strictly that some companies are doing a better job of managing their costs and expenses.
Currency was a big help there. It's hard to get excited about revenues. Three percent growth is not much to shout about.
There's going to continue to be a problem with viruses and worms. Symantec is like the companies who make door locks. There are always burglars out there.
There's going to continue to be a problem with viruses and worms,
Some techs have been chased up to valuations so that no matter what they deliver, the stock performance will be disappointing.
This is a pretty solid quarter. There is not much for people to complain about,
Consumers are coming through nicely but it doesn't look like there are major plans for corporations to ramp up IT spending in 2004.
Sun is marking time, treading water on revenues.
Investors should never buy a tech stock solely on the hope that it will be bought at a higher price.
For the first couple of months of the year, tech stocks were trading more on hope than anything else, ... But as the year progresses, it is starting to appear that the hope was not justified.
By doing good with his money, a man, as it were, stamps the image of God upon it, and makes it pass current for the merchandise of heaven.
So long as we mayhavean independent Judiciary, the great interests of the people will be safe.
The economy is getting better, but it's still difficult to get really big servicing contracts.