Kevin Landis Quotations

The fundamentals for tech will be stronger next year but I'd be surprised if the stock performance was as strong. This year we had an economic recovery plus a bounce off the extreme pessimism we had in March.

What would be a real home run is if the new product got them an account where they weren't doing business at all,

Companies that can survive the downturn will reap the rewards,

serves first and foremost as an incredibly visceral reminder of how much uncertainty you have in your world.

I've got two computers ? one is my Bill Gates computer and one is my non-Bill Gates computer. There are more and more things I can do on the (non-Gates) computer. It places real pricing pressure on the software that you'll pay for.

Silicon Valley has been following this saga for many years. Intel had the technology lead and the manufacturing lead, then it had the brand lead. I got used to the idea that Intel was always one step ahead, but A.M.D. finally demonstrated that to be not the case, and the market is having to admit that to itself.

One of the signs that Christmas is here is when you see the news stories about how people are doing more shopping online this year than they did last year. Think back to the last time you didn't see that headline at the holidays. And you're going to keep seeing it.

We play the Internet through Internet infrastructure companies. Their function is moving data.

We think a lot less will be spent on battleships and a lot more on things like radar and the intelligence of defense. It seems like locating the bad guys is the hard part.

The heart of our success lies in a corps of several hundred medical and high-tech professionals who are also investors in the fund,