Andrew Barrett
Andrew Barrett
across cell component consumer fairly good national products sell stay
I think I would stay with it, ... It's been a fairly good component in consumer products: cell phones, PCs, all the way across the board. They're very diversified, and if consumer products sell well during the holidays, National will see the results.
darkest selling wrote
As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.
claus holiday period santa strong
It's called the Santa Claus effect, ... The holiday period is traditionally a strong cycle.
economic entire near sector shaky tech
Over the very near term, because of the shaky economic data, the entire tech sector is still in a tug-of-war.
brought
Most of what brought the Nasdaq back is earnings.
picture technology
The fundamental picture is still strong. No one has said technology is dead.
greenspan happening natural raising reflection targeting
Greenspan is raising rates, and he is targeting the consumer. This is a natural reflection of what is happening out there.
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.
earnings focused investors key several
I think investors should be focused on several key areas, because at the end of the day you really want to be focused on earnings momentum,
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.
matter next week
Next week is going to be more normal, when we get back to the real matter at hand, which is earnings.
ahead curve fed
It would show the Fed is ahead of the curve on inflation.
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,
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?