Richard Skaggs
Richard Skaggs
cold early earnings good investors overall shower speeding start tech terms thrown
In terms of the overall tech sector, we're getting a cold shower thrown on us with the early earnings reports. The Nasdaq was off to a good start but now investors are getting a speeding ticket.
quiet
I told her to be quiet so I could find out what was going on, and she told me she didn't have to.
impact initial positive tech upgrade
The Lehman upgrade of Cisco will have an initial positive impact on the tech sector.
christmas convinced december evidence good great january price quarter stock strong time
I'm convinced Apple's still a great story but at this price we need more evidence about how strong the December quarter will be. Give the stock a little time and in January we'll know how good Christmas was.
guiding june microsoft people surprised
Microsoft really surprised people by guiding down for the June quarter.
companies extent recent
There has been catch-up in the mega-caps. These companies haven't done much in recent months, and they are going to have to participate to some extent to have the traditional year-end rally.