Andrew Barrett Quotations

It would show the Fed is ahead of the curve on inflation.

It looks like it's going to continue going forward, ... We'll be looking at Nasdaq 5000 before we know it.

It looks to us like you're starting to get that bottoming phase,

Lycos would provide 60 percent of the revenue and is only getting 40 percent of the combined company, ... We are advising our clients to take profits.

I think that the PC, the PC peripheral, and the semiconductor space is in a pretty big slowdown period right now, and I don't see this abating anytime before the summertime. Maybe the PC market picks up a little bit in the second quarter, but really you are looking at summer before it starts to come back.

As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.

I would be very surprised to see this spill over for a prolonged period of time.

We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to,

Internet companies tend to do extremely well during earnings season because most of them aren't earnings stories yet,

If you think about what has really led the Nasdaq for the past six months, ... the answer has been exceptional growth rates. If you're a company with these phenomenal growth rates, your stock has gone to the moon; if you actually make money, you've languished. That's been a reversal, and that is good for right now. So if you look at areas such as semiconductors, enterprise hardware, software and wireless I think these types of companies are all going to all deliver strong earnings.