Andrew Barrett
Andrew Barrett
fall growth industry line percent rate shows tremendous
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.
brought
Most of what brought the Nasdaq back is earnings.
clients combined percent provide revenue
Lycos would provide 60 percent of the revenue and is only getting 40 percent of the combined company, ... We are advising our clients to take profits.
period prolonged spill surprised
I would be very surprised to see this spill over for a prolonged period of time.
ahead curve fed
It would show the Fed is ahead of the curve on inflation.
buying confident cross currents people start
Right now there are just too many cross currents out there to make people feel confident enough and start buying on this value.
bad period surprised
This is going to be a bad day, but I'd be very surprised to see the spillover for a long period of time,
anyone consumer edison ran serve
We ran the numbers, and that was it, ... Consumer advocates would scream, but it wouldn't serve anyone if Commonwealth Edison went bankrupt.
consumer fall intel isolated market pc problems reflected revenue
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.
environment landscape maybe moderate pricing stock
Well, as long as they're able to keep the pricing environment, ... If they can keep a moderate pricing environment in this competitive landscape that they're in, they can get that stock probably back up to 55, maybe even up to 60.
good higher money owning paid problem running smart stocks
Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to participate in the good earnings, and they've been getting the good earnings. But the problem is that the stocks haven't been running up into those earnings. So they're not getting paid for that higher P/E risk.
companies earnings extremely internet season stories tend
Internet companies tend to do extremely well during earnings season because most of them aren't earnings stories yet,
answer areas companies company deliver enterprise gone good growth led past phenomenal six software stock strong types wireless
If you think about what has really led the Nasdaq for the past six months, ... the answer has been exceptional growth rates. If you're a company with these phenomenal growth rates, your stock has gone to the moon; if you actually make money, you've languished. That's been a reversal, and that is good for right now. So if you look at areas such as semiconductors, enterprise hardware, software and wireless I think these types of companies are all going to all deliver strong earnings.
companies excited question
For (the fourth) quarter, there's just nothing to get excited about. Now, the question is: Where do the companies see things going?