Andrew Barrett
Andrew Barrett
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.
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.
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.
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,
growth high people realize sold stocks strong
You'll see some strong buying, as people realize they have sold stocks with (very high growth rates).
best dressing entire last performing stocks wants window
Window dressing is out; they are furnishing the entire house. Everyone wants to own the best performing stocks over the last quarter.
charge leads
What leads the charge is the generals, not the infantry.
eventually traders
The day traders that got killed will eventually return.
ahead biggest business cannot challenge companies confidence data demand doubling equipment gear growing internet investor last line meet months networking percent produce product running several size traffic
The demand for all of the networking gear and Internet infrastructure equipment is running way ahead of expectations. These companies cannot produce enough product to meet the demand, and that's their biggest challenge right now. Demand for the Internet data traffic is still growing around 300 percent per year. The Internet is still doubling in size every 98 days. All of these things that had shaken investor confidence over the last several months is a non-event. The fundamental business line is 100 percent intact.
leaders-and-leadership seeing
What you're seeing is these old leaders, which don't have much more downside, come back in favor.
everybody ignore pressures price seeing sort
We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, everybody has been seeing it.
business investors maturity players realistic web
We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to,
last mid screaming
When EMC was down in the mid 90s last week, that's a screaming buy.
matter next week
Next week is going to be more normal, when we get back to the real matter at hand, which is earnings.