Romeo Dator Quotations

We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines.

We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'.

We're a little overbought and people are probably taking profits. A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.

We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.

The problem that all large pharmaceuticals have now is they have no new products, no new blockbuster products that growth investors are looking for, ... It's looking even worse for '06-'07. So most of the potential now is coming from biotech.

You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers.

Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high.

Expectations on Wall Street got way ahead (of themselves).

Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals.

Consumption will become a bigger part of the economy. More and more people are seeking consumption plays as opposed to commodities. We are an early adopter in that regard.

Consumption will become a bigger part of the economy.

I still don't think that the tech outlook is all that great. This rally is based on sentiment, not fundamentals.

The stock trade about 17.5 times 2003 earnings. That's at a premium compared with the other apparel companies out there but it's also growing faster than the other companies.

A lot of it really is earnings driven. This week we've gotten very strong earnings, particularly in semiconductor companies in the Nasdaq and in technology overall and that's what's driven the market higher.

A lot of people were pinning their hopes on Vista to drive a PC upgrade cycle this year.

They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas.

As we get closer to the potential March 17 deadline, people who think we're going to get a wartime rally may try to get ahead of it, but I think any sort of rally we get will be short-lived.

It looks like they're still getting some halo effect.

They've had a very good run, year-to-date, and we're probably selling into the strength. There's no indication that there's going to be the second-half pick-up that's currently priced into the valuations.

Their primary market just isn't growing. It's hard to get excited about Cisco's stock.

Their first releases are always filled with bugs, so my guess is corporate users are going to take a long time to evaluate Vista before actually buying it.

I don't see Cisco as a growth story right now.