Andrew Barrett
Andrew Barrett
claus holiday period santa strong
It's called the Santa Claus effect, ... The holiday period is traditionally a strong cycle.
continue looking looks
It looks like it's going to continue going forward, ... We'll be looking at Nasdaq 5000 before we know it.
looks starting
It looks to us like you're starting to get that bottoming phase,
begins earnings next rate turnaround upside
It's going to take a turnaround in the earnings picture, ... I think the upside begins when we get our next rate cut.
came excellent higher management poised profits quarter stock
Excellent acquisitions, ... Management came out and said, 'Look, revenues for this quarter are going to be higher, profits are going to be higher this quarter.' The fundamentals are very strong. To us, they look great. So I think the stock is poised to do well.
darkest selling wrote
As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.
picture technology
The fundamental picture is still strong. No one has said technology is dead.
fourth retail side
The Internet, ... is the place to be, especially on the retail side in the fourth quarter.
anytime bit looking market maybe pc period picks second space starts summer
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.
jail people
People who go to jail breed people who go to jail.
fighting two people
Far as I know, Legal Aid was invented to help poor people fight wrongs; [the criminals] are abusing the system, and the damned lawyers help them do it. They're all sticking two fingers up at them who pay their taxes. And I'll tell you sommat for free, Sir George, them who pays the taxes are eventually going to get fed up of it.
pay needs suitors
Lycos needs to be bought because other suitors will have to pay a higher premium
strong holiday santa
It's called the Santa Claus effect; the holiday period is traditionally a strong cycle.
absolutely amazing biggest build chips equipment everybody guys issues lead month pricing seeing single starting
The chips that are going into these kind of equipment are absolutely phenomenal. These guys are seeing their lead times extend. They're seeing pricing starting to firm. And again, just like everybody else, their biggest issues is capacity. They're having to build out every single month and it's going to be a pretty amazing run.