Ted Parrish
Ted Parrish
ahead fourth general itself numbers quarter tech third
For the most part, tech in general is not ahead of itself as long as the third and fourth quarter numbers come in on target.
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,
audiences buy edge mistake pepsi younger
This is a mistake for Coke. Pepsi is going after the right market. Younger audiences are going to buy more of Pepsi Blue. I don't see any edge in vanilla.
estimates guidance stocks until
Semi stocks won't do anything until we get guidance about estimates for 2004. Otherwise, the stocks will get really overheated.
earnings habitual offenders
It's Motorola. They've been habitual offenders when it comes to earnings warnings.
missing
I think they will make their numbers. I can't see them missing and not pre-announcing this time,
cheapest stock
Dell is not the cheapest stock in the world.
caps earnings large leverage perform price translate
Large caps have the most leverage and will perform better on the earnings front, which should translate into better price performance.
due market pick share
Hopefully, Dell will pick up market share due to all the distractions its competitors are facing.
chinese company coup disney huge name resonates
If the Disney name resonates with the Chinese consumer, it would be a huge coup for the company,
christmas consumers cut expecting market surprise weak
Because everyone is expecting a weak Christmas, the market is in for a surprise because I don't think American consumers are going to cut back on spending.
carries company lose major multiple owning premium reasons revisit
Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.