Vincent Farrell
Vincent Farrell
concerned potential short term
I think there's a potential for a short-term negative, but it would only be short term and not something to be concerned about.
forced looks
If you're kind of that mid-sized firm, what do you do? It looks like you're kind of forced into a combination.
normal perfectly period stocks technology weak
I think technology stocks are in for a correction, but it's a perfectly normal correction. This is a seasonably weak period of time.
brand bull earnings growth leg market percent revenue start
I think, on balance, earnings are up between 13 and 14 percent on revenue growth of about 8 percent. That's nice, very healthy, but not something to start a brand new leg of the bull market on.
economy extreme interest quarter rates recently seen towards volatility whether
I think there's going to be heightened nervousness about whether interest rates are going to go up towards the end of the quarter because the economy does look strong. The extreme volatility that we have seen recently is going to continue.
caution continue market perhaps rally seems test wants
It seems that the market wants to continue to rally for a while, so perhaps it's going to test those old highs, but I do think that the market is overvalued and caution is warranted here.
attract bit caps coming earnings good great large might money move solid toward
Now that you have some third-quarter earnings coming out that might be pretty good with great visibility, you might see a little bit of move back toward the large caps. With Motorola being an indicator, you're going to get predictable, solid earnings out of the large caps and that might attract some money in here.
bunch maybe pushed reason
The reason they were pushed up was there was going to be a bunch of mergers. Now, maybe there won't be a bunch of mergers.
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What the success of America Online has to be is to generate additional advertising revenue. They can only up the subscriber fee so often.