Andrew Barrett
Andrew Barrett
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.
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.
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.
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.
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.
matter next week
Next week is going to be more normal, when we get back to the real matter at hand, which is earnings.