Zach Shafran
Zach Shafran
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You can always pay a dividend but once you start, it's hard to stop, ... Is paying a dividend in the long-term best interest of tech companies? That question is still up in the air.
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There is absolutely some truth in that. To find appealing ideas in tech is very difficult to do.
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The next four to six weeks are pretty crucial,
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One of the things that has gotten our interest is the fact that Apple only has a couple percentage points of PC market share. Apple doesn't need to do a lot to have meaningful gains. The new operating system clearly ought to help them.
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People are going to be watching employment reports and other things very closely. It's our expectation that we're going to start seeing some improvement.