(47 quotes found)
“What leads the charge is the generals, not the infantry.”
Andrew Barrett
“The day traders that got killed will eventually return.”
“As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.”
“Sixty-one percent is tremendous top-line growth for Cisco, ... It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.”
“The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway, ... We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall.”
“I think that the PC, the PC peripheral, and the semiconductor space is in a pretty big slowdown period right now, and I don't see this abating anytime before the summertime. Maybe the PC market picks up a little bit in the second quarter, but really you are looking at summer before it starts to come back,”
“It looks to us like you're starting to get that bottoming phase,”
“Lycos needs to be bought because other suitors will have to pay a higher premium,”
“When EMC was down in the mid 90s last week, that's a screaming buy,”
“We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to,”