M. Wolfe
M. Wolfe
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I think investors have to play technology if they're going with the Fed. You have to look at the technology stocks. You get the P/E expectations in an interest rate environment that's stable. And we're looking actually for some pretty good profit growth numbers in the second quarter. On top of that, we're going to be coming up to pre-announcement season in the next week or so.
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We have almost half a season left. We have to figure each other out, and these two guys can be integral parts of the team.
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They are really playing well right now. They're finishing the season strong, and (coach) Mike Saylor always does a great job with his teams.
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I told Eric at the beginning of the season he needed to learn how to play 40 minutes a game. He proved he could. I think he's been looked at (by NBA scouts) all year. Now he just needs to show he can do the little things at the next level.
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It's going to be a great season for traditional textures and patterns -- most of them from England and Scotland,
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This holiday was typical of how they had gone astray. It was a season of fantastic embellishment, with lots of sequins and embroidery. Every place looked like a treasure chest and Gap had none of it.
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He's probably made seven or eight 3-pointers this season and hasn't shot very many. He keeps people honest.
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I think it has a place, ... In fact the patients I see with IBS -- people with constipation is what I see much more than diarrhea -- so I think this drug will have a very, very important place. How well it works will ultimately be seen in post marketing surveillance studies. There were no safety issues that I saw with this drug.
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It astounds me in a way, and I don't mean that in a patronizing way. Everyone is going to make their own choices. It's too bad so many guys do it, but I'm not going to be the den mom and say, 'You shouldn't be doing that.' The thing is that everybody knows the risks in doing that, or should know.
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I think it's a very good development in terms of expanded use of the Internet. It's certainly an improvement over the predecessor, which was clearly rolled out too early.
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I think it's going to have even more intense scrutiny than usual from markets.
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I think it's highly significant that he is showing here. Although it sounds unpatriotic to say this, when a European big name appears here, and he is arguably the greatest designer of our time, it makes us seem like we are big league players and not some small colony. Karl Lagerfeld will be the hottest ticket in town.
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I think the profits bottom is way later in the year.
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I think the one thing people are missing is the one thing that is attracting Hilton: the hotel operations. They could be setting up a sale of core assets in the Sheraton brand,