Francis Gannon
Francis Gannon
people profit recession uncertain
The profit recession is here and people are still uncertain as to when things are going to come back. There's still a lot of nervousness.
changed march psychology since
Psychology has changed dramatically since the March 10 high.
favorable growth year
I still think you'll have favorable growth this year and going into next.
segment technology year
I think what you need to do in the technology segment between now and the end of the year is own the leaders,
built customers putting recall saw switched switching
If you go back and recall two years ago, when everyone switched from Pentium II to Pentium II, and now we're switching from P-II to Pentium III, you saw a lot of inventories be built up - customers putting off their buying.
fears fed lessen morning numbers raising saw
I think the productivity numbers you saw this morning lessen the fears in the marketplace about the Fed raising rates.
healthy saw
I think it was a very healthy thing that we saw this week. It was a valuation correction, not a fundamental correction.
tumultuous
It was a tumultuous day and a tumultuous end to a tumultuous quarter.
break dealing healthy market
We're still dealing with very healthy numbers. You're going to see the market break out.