Many of the blue-chips in tech are doing well. We're in good position to have a nice first quarter.
Semi stocks won't do anything until we get guidance about estimates for 2004. Otherwise, the stocks will get really overheated.
Of course I'm worried about oil prices. But sustainability is what investors are looking for. If oil were to stabilize in the low $40s and stay there, valuations could move up.
I'd be taking a cautious approach with semis. Even though they are performing well, the stocks aren't the cheapest,
If the Disney name resonates with the Chinese consumer, it would be a huge coup for the company,
I think they will make their numbers. I can't see them missing and not pre-announcing this time,
I think they need to go outside the company and bring in some fresh blood. It's time to move to a new era,
Large caps have the most leverage and will perform better on the earnings front, which should translate into better price performance.
I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations,
The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.
We've owned the stock for over six years. It's a really great company and we love it a lot.
Within tech, the leadership will come from the larger-cap names,
It would be a pure embarrassment for Disney's board to do something like that, ... I doubt they would do that. They'd better not.
The SEC is adding fuel to a fire that had already pretty much gone out,
Tech has had a great run, but it's going to take good first quarter of 2004 forecasts to justify the stocks going higher,
Dell is not the cheapest stock in the world.
Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.
Companies have to knock the cover off the ball to get their stocks moving again. They have to surprise the Street by a ton.
This is forcing demand and could cause the same problems we had in the 1990s where companies bought more than they should have,
This is one of those companies that's the best in its sector. It has a super consistent history of sales, earnings and dividend growth. You have to sit back and wonder how long can this continue but it just keeps going,
This is a mistake for Coke. Pepsi is going after the right market. Younger audiences are going to buy more of Pepsi Blue. I don't see any edge in vanilla.
A company that comes out and actually ups their dividend like Microsoft just did is signaling to the market that they have better financials. Investors see dividends as something that will be permanent,
Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong,
It's Motorola. They've been habitual offenders when it comes to earnings warnings.
Everyone and their mother had a negative opinion and groupthink tends to get the Street in trouble,
They have really made a nice comeback in handsets but other businesses are pulling the stock down.
I want to see Microsoft do something that can help them on a going concern, ... I'd rather see the company make some sort of deal but if there aren't any acquisitions available, I'd settle for a buyback.
I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.
Intel has a history of undershooting in its initial guidance.
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
Because everyone is expecting a weak Christmas, the market is in for a surprise because I don't think American consumers are going to cut back on spending.
Hopefully, Dell will pick up market share due to all the distractions its competitors are facing.
Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,
I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum.
I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,
For the most part, tech in general is not ahead of itself as long as the third and fourth quarter numbers come in on target.
A lower share count is what it is. Let's face it. Microsoft's revenue base is so large, it can't achieve the type of revenue growth that it did in the past.
The company has lost credibility and if they were to disappoint this quarter, it would be a serious blow to the stock and I would have to question owning it going forward,