Marc Klee
Marc Klee
area pick starting time
Surprisingly I'm actually starting to pick at that area for the first time in a long time,
april believe bottom bottoms buy change defining felt lower market position seeing sort test time today week
I really do believe it's time to buy and that's sort of a change of position for me. We've always felt that we have to test the bottoms that we've seen. We had a bottom April 4, and another a week ago, Friday. What you're seeing today is probably that test, and I really don't think the market is going any lower - I'm defining the market as the Nasdaq.
difficult months technology
It has been a very difficult 14 months for technology stocks,
certain extent quite stocks
I think to a certain extent it's a bounce. These stocks have been down quite a bit.
fall feeling good phase slow summer transition
I have a feeling that things are going to slow down, with more of a transition phase this summer and we're going to have a very good fall and winter.
business corporate oracle stored
More and more software, more and more corporate business is going to be stored and done over the Net, ... And that's where Oracle could do very well.
feeling gut
My gut feeling is the Nasdaq has made its low.
actual began coming few hard hit last obviously people quarters realize september stocks tech
Obviously the tech stocks have been hit hard over the last few weeks, but I don't think most people realize that this actual downdraft began in September of 1995, ... These stocks have been getting hit now for 6 consecutive quarters and they have underperformed the market. I think most of its coming to an end.
bottoms felt market seeing test today
We've always felt that we were going to have to test the bottoms that we've seen. We think what you are seeing today is probably that test and we really don't think that the market is going much lower.
five healthy industry
This is not the industry it was five years ago. This is a healthy thing.
clearly lower risk
They are clearly lower risk now than they were.
area fact reflects remained
It reflects the fact that this area has remained really robust.
amount certain euphoria eventually reality wins
Euphoria can only go on for a certain amount of time. Eventually reality wins out.
commodity companies device economy economy-and-economics integrated technology
Those are the ones that are very cyclical, and the economy has a big impact, but they become very cheap, ... Companies like some of the commodity semiconductors, the integrated device technology types.