Ted Parrish Stocks Quotations

Semi stocks won't do anything until we get guidance about estimates for 2004. Otherwise, the stocks will get really overheated.

I'd be taking a cautious approach with semis. Even though they are performing well, the stocks aren't the cheapest,

The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.

Tech has had a great run, but it's going to take good first quarter of 2004 forecasts to justify the stocks going higher,

Companies have to knock the cover off the ball to get their stocks moving again. They have to surprise the Street by a ton.

I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,