Romeo Dator
Romeo Dator
based outlook rally tech
I still don't think that the tech outlook is all that great. This rally is based on sentiment, not fundamentals.
higher met tax
Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high.
biggest buy cash companies company definitely easily good improve less line outright partner waiting
We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines.
closing major record track undertaken victor
Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals.
ahead street wall
Expectations on Wall Street got way ahead (of themselves).
apparel companies compared faster growing premium stock trade
The stock trade about 17.5 times 2003 earnings. That's at a premium compared with the other apparel companies out there but it's also growing faster than the other companies.
bigger early economy-and-economics opposed people plays seeking
Consumption will become a bigger part of the economy. More and more people are seeking consumption plays as opposed to commodities. We are an early adopter in that regard.
bigger
Consumption will become a bigger part of the economy.
companies driven earnings gotten market overall strong technology week
A lot of it really is earnings driven. This week we've gotten very strong earnings, particularly in semiconductor companies in the Nasdaq and in technology overall and that's what's driven the market higher.
cycle drive hopes pc people upgrade
A lot of people were pinning their hopes on Vista to drive a PC upgrade cycle this year.
compete customer heard selling stories wants
We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'.
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.
additional advance good news people taking waiting
We're a little overbought and people are probably taking profits. A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.
additional advance good news people taking waiting
We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.