13 ordspråk av Walter Winnitzki
Walter Winnitzki
 Dell had some very good numbers in what has been a weak quarter for tech, but the results are more indicative of their success in gaining market share. There is nothing in their statement that implies IT (information technology) spending has picked up. |
| Dell is a company that I think may have some value here but as its earnings growth comes down I think investors are looking at a multiple closer to where earnings growth rate is starting to show signs of bottoming out. |
| Dell is more the exception to the rule than the rule for what we're gonna see from other technology companies. This is Dell picking up market share in a no-growth market. |
| Investors are looking at tech and saying that any gains in the industry will lag a broader recovery. That's true generally, and it's maybe especially prominent right now. |
| The general tech market has recalibrated their investment view that there's going to be very little tech recovery, very little pick-up in IT (information technology) spending in 2002; they're putting it off until at least 2003. So people figure, why buy these companies now? |
| There's lots of across-the-board tech selling, but the moves are little. There's no big company news that is having an impact on any particular sector within techs. |
| These stocks are pretty much earnings driven. If the earnings come through, I think the stocks are going to move higher and, on balance, I think we are in a healthy environment, which bodes well for stocks in this whole group. |
| What we're seeing is a reflection of what the market as a whole is seeing. You had techs rallying over the last two weeks, and now we're seeing some consolidation after those gains. It's just that techs are a lot more volatile. |
| What we're seeing with tech is consistent with the last few weeks and before. There's a lot of red out there and it doesn't seem to be any one sector in particular. |
| What's been happening is they've been changing the whole manufacturing process. Suppliers are now required to be on the premises or pretty damned close to it. |
| When you cut through some of the issues associated with Asia, the underlying demand for personal computer technology is still quite healthy. |
| You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems (SUNW: down $0.35 to $3.70) return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003. |
| You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Det är julafton om 216 dagar!
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varav 1407627 på engelska
Proverb (1469511 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3317 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Greetings
Write a greeting
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Det är julafton om 216 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Det är julafton om 216 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!