Charles White
Charles White
competition future picture terms
It really kind of completes the picture in terms of convergence and the future of competition in the (telecom) industry,
chart company good higher looks series shows stock technical
And the chart just shows that company has had a series of higher highs, ... So from a technical perspective, the stock looks pretty good as well.
bigger companies pricing
Companies need to get bigger so they can be competitive because there is no real pricing power.
bank bit division focus great growth increased last move oriented performer point selling stellar stock value
I think that's a great deal. This is a stock that was a stellar performer last year, has lagged a little bit this year. But, selling off that division just increased their focus on the more growth oriented businesses, and I think Bank of New York, even after the 2 or 3 point move yesterday, still is an extraordinary value at these prices.
badly beaten difficult earnings environment manager portfolio talked typical
Every portfolio manager that you talked to is probably beaten up pretty badly right now. It's been a difficult environment but still, in all, it's an environment where we are going through the typical pre-release of earnings numbers.
ascent complacent gotten pattern people reality steady trading
People have gotten very complacent with the steady upward ascent of the market, and the reality is that this choppy trading pattern is more the norm.
budget budgets choices facing major
We are going to be facing some major choices as we go through the budget process,
although breadth certainly earnings few last market means oil poor prices three worried year
We're always a little worried about a few things. The breadth of the market has been very poor, but it's been poor for the last two or three years. Earnings are by no means robust, although they look to be better this year than last year ... (and) oil prices certainly could be a negative.
catalyst chose coming computer information last market might months night piece six took
We took a piece of information last night coming out from Dell Computer that six months ago might have had the market down and chose that as a catalyst to rally.
buying higher interest stock
We've all been conditioned to say, 'lower interest rates, higher stock prices, better buying opportunity,'
air bets compelling developed general reasons
There is a general malaise and an air of frustration that has developed because there are not any compelling reasons to make big bets in this market.
bad business costs cut economy effective efficient good increasing pricing run slow turns volumes
Volumes are increasing (for Rohm & Hass) as the economy turns around, ... Their profitability has been good, even when, you know, business was very, very bad and very slow for them. They've cut costs and run their organization in a very efficient and effective manner. And you know, when business volumes do return, when pricing returns, this would be a really good play.