Romeo Dator
Romeo Dator
currently good indication selling strength
They've had a very good run, year-to-date, and we're probably selling into the strength. There's no indication that there's going to be the second-half pick-up that's currently priced into the valuations.
halo looks
It looks like they're still getting some halo effect.
excited hard market primary
Their primary market just isn't growing. It's hard to get excited about Cisco's stock.
against cell gaming given microsoft strong succeed
They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas.
ahead closer march people potential rally sort wartime
As we get closer to the potential March 17 deadline, people who think we're going to get a wartime rally may try to get ahead of it, but I think any sort of rally we get will be short-lived.
buying corporate evaluate filled guess releases time users
Their first releases are always filled with bugs, so my guess is corporate users are going to take a long time to evaluate Vista before actually buying it.
buy definitely handful stocks tech winners
You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers.
coming growth investors large looking potential problem products worse
The problem that all large pharmaceuticals have now is they have no new products, no new blockbuster products that growth investors are looking for, ... It's looking even worse for '06-'07. So most of the potential now is coming from biotech.