Ted Parrish
Ted Parrish
forecasts good great justify quarter stocks tech
Tech has had a great run, but it's going to take good first quarter of 2004 forecasts to justify the stocks going higher,
adding fire fuel gone
The SEC is adding fuel to a fire that had already pretty much gone out,
businesses comeback nice pulling stock
They have really made a nice comeback in handsets but other businesses are pulling the stock down.
company earnings irrational light mean people sales sector tech
Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,
bought cause companies demand forcing problems
This is forcing demand and could cause the same problems we had in the 1990s where companies bought more than they should have,
achieve base count face growth lower revenue share type
A lower share count is what it is. Let's face it. Microsoft's revenue base is so large, it can't achieve the type of revenue growth that it did in the past.
company deal help microsoft rather settle sort
I want to see Microsoft do something that can help them on a going concern, ... I'd rather see the company make some sort of deal but if there aren't any acquisitions available, I'd settle for a buyback.
corporate operating pound table
I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum.
buying consumers demand ladder moving
Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong,
course investors looking low move oil stay worried
Of course I'm worried about oil prices. But sustainability is what investors are looking for. If oil were to stabilize in the low $40s and stay there, valuations could move up.
guidance history initial intel
Intel has a history of undershooting in its initial guidance.
blow company disappoint lost owning question serious stock
The company has lost credibility and if they were to disappoint this quarter, it would be a serious blow to the stock and I would have to question owning it going forward,
ball companies cover knock moving stocks street surprise
Companies have to knock the cover off the ball to get their stocks moving again. They have to surprise the Street by a ton.
company dividends investors market microsoft ups
A company that comes out and actually ups their dividend like Microsoft just did is signaling to the market that they have better financials. Investors see dividends as something that will be permanent,