Michael Davis
Michael Davis
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We need more ingredients, ... Most of the technology companies have demonstrated improving margins and sequential revenue growth. The foundation is setting up for a recovery, but the market has come pretty far in a short period of time. We need some more conviction coming into August. I think we're going to trade sideways for the near term.
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The evidence is in that tech is finally turning around, ... That's most clearly demonstrated with telecom. Even Lucent, despite its weaker performance among its peers, is suggesting they've got some visibility.
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I think, weirdly, it almost takes an outsider to be able to - with no cynicism - look at small-town America and realize how fantastic it is.
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It isn't the intent that you run around and have these meetings at a restaurant. It's a pretty bad policy.
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People are recognizing there is viability in multimedia. CDMA affords higher bandwidth for delivery of new broadband services.
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We had all this kind of freedom and 'get out of your head' kind of stuff and at the same time, we were trying to establish ourselves in the business. These two things are really difficult to bring together.
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We had all these things to deal with- houses full of people and John going to jail, guys from New York saying 'don't worry about anything.' So it was really confusing.
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We've gotten ahead of ourselves for a couple of months now, ... Right now people are on hold because some of these valuations do look a little high. I think people are just waiting for further confirmation that things are going to spill out into the earnings field.
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Recent economic data gives us confidence that corporate spending is coming back to life, so I'm hoping sales could be above $5 billion. That would set a strong tone for the rest of the year,
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My belief is he is going to change.
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With a good performance and at least some encouraging tones from Chambers, we could get a change of mood on the Street. It's desperately needed. It's time we focus on fundamentals.
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TI is performing well but it is being unfairly tainted,
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When I joined the band, being that I was going to take this up as a profession, I realized that there were no two finer guitar players in the world that I'd rather play with.
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Unusually for social housing of this type, there is nothing institutional about the feel of this building. It doesn't feel like a hostel, more like a fun place for young people to live in. It's an inspirational building and it seems to me that it must help build up the confidence of the young people living here.