Marc Klee
Marc Klee
correctly economy economy-and-economics fourth market saw
The market correctly saw that the economy was going to soften in the fourth quarter,
almost building business cable continuing dynamics start
If you look at the dynamics of the business, they're continuing to grow, ... If you start building out the business mode, it's almost a cable company.
business corporate oracle stored
More and more software, more and more corporate business is going to be stored and done over the Net, ... And that's where Oracle could do very well.
certain extent quite stocks
I think to a certain extent it's a bounce. These stocks have been down quite a bit.
bigger buy simply stock
Cisco is one of my bigger holdings. But having said that, I would not buy the stock simply on valuation.
eight market months past selective seven since technology
I don't think we are going to see a big downdraft here. It's going to be a more selective market. It's been very easy, frankly, in technology over the past seven or eight months since the market bottomed in October.