Romeo Dator
Romeo Dator
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'.
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.
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.
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.
ahead street wall
Expectations on Wall Street got way ahead (of themselves).
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.
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.