The power behind this rally seems to be unstoppable, notwithstanding the concerns about a slowing economy because of the rate rise. We don't see any signs of that.
We're not chasing the really tiny companies that have moved enormous amounts, ... The core companies with meaningful franchises are the places to be.
I was impressed with the CEO and the company's plans. There's a price at which I would be very interested in buying Baidu back. I'm not sure exactly where it is but it is probably still south of where it is trading right now.
If we continue to see selling off in tech, telecoms are a good place to hide,
If all else is equal, a company is going to buy something this year rather than January 1.
I ended up selling because it went so ballistic that I didn't see how I could possibly hold onto it when it was a three-digit number.
I think there is going to be more Internet consolidation.
Nanotech is in its early stages and is influenced by lots of hype. Anyone that is investing in it now has to be aware that a payoff is many years down the road.
Wireless is on fire. I don't see what slows wireless down.
We're at the beginning of tightening cycle so tech valuations probably can't expand a whole lot from where they are,
We're enrolling several hundred new kids per month.
Technology executives get less compensation in cash and more in stock so there's more of an incentive to sell. So if you do see a bit of insider buying going on, that is a positive sign.
The MP3 opportunity has been good but there's a lot further to go. The market hasn't fully recognized how advanced the delivery of music could wind up being,
Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,
Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.
As people gain greater sophistication in using the Net, they don't need the walled garden that is AOL, ... The only reason you pay for AOL is if you think there is lots of great stuff in the garden -- but everything outside the garden is phenomenal so you don't need it.
A lot of people made a fair amount of money in the stock, so with a negative news event it makes sense to take some profits off the table,
This makes sense in a low interest rate environment but it's risky since short-term rates are starting to creep up and the 10-year bond is back over 4 percent.
It looks like I'm not going to be paying income taxes for a couple of years,
E-commerce stocks give me cause for concern. Because Yahoo! came in just at expectations, investors punished the whole group.
The biggest threat from Linux is to Sun.
The key thing is materiality. When it gets up into billions it is material,
CHIP can impact a lot of working families.
I don't think the cycle is about to end. Telecoms are just beginning to dig out of the hole,
The drive is six hours, so that's two tanks of gas in this thing, so it's pretty expensive in this thing but it's worth it.