Michael Mahoney
Michael Mahoney
chasing companies core enormous meaningful moved places tiny
We're not chasing the really tiny companies that have moved enormous amounts, ... The core companies with meaningful franchises are the places to be.
buy company january rather year
If all else is equal, a company is going to buy something this year rather than January 1.
ended hold onto possibly selling
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.
buying ceo exactly impressed interested price south sure trading
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.
anyone aware early influenced investing lots payoff stages
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.
internet
I think there is going to be more Internet consolidation.
beginning cycle expand tech
We're at the beginning of tightening cycle so tech valuations probably can't expand a whole lot from where they are,
hundred kids per several
We're enrolling several hundred new kids per month.
wireless
Wireless is on fire. I don't see what slows wireless down.
continue good selling
If we continue to see selling off in tech, telecoms are a good place to hide,
behind concerns economy power rally rate seems signs slowing
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.
anybody federal government reverse smoking thinks trend
Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,
database growth justify multiple oracle percent premium side type
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.
advanced delivery fully further good market mp3 music opportunity recognized wind
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,