“India is very suddenly a hot theme in our market. We've seen them explode quickly. But the problem is that they can cool off as fast as they heat up.”
Ben Holmes
“This looks to be a pretty attractive price and it underscores a cable market theme: in the last year, the private equity markets continue to value cable much more highly than the public equity markets,”
Craig Moffett
“This looks to be a pretty attractive price, ... and it underscores a cable market theme: in the last year, the private equity markets continue to value cable much more highly than the public equity markets.”
“It was really a flat, flat market and by and large the dominant theme was the constrained trading because of the holiday.”
John Ing
“I think the dominant theme is the extraordinary strength in the PC market and obviously the microprocessor market in the fourth quarter.”
Charles Boucher
“The market remains bullish dollars. It's looking to take the dollar to new highs for the year. The overwhelming theme is Fed monetary policy.”
Meg Browne
“We don't set out to have a particular theme, but sometimes certain themes emerge.”
Rick Winston
