“I think there are three areas of technology that are really ripe for investment. One is wireless communication devices, and thats an open-ended field. Then broadband, theres just an insatiable demand for bandwidth. And thirdly business-to-business [e-commerce], which we are only on the ground floor of right now.”
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“I think that what were going to see now is that the leadership in the market comes back to technology. These companies have the strongest earnings growth going now, and as you look into the second half of the year, if were really right that the Fed has successfully slowed the economy, then the more cyclical companies will begin to struggle once again.”
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“I think we have the makings of the summer rally, and I think that that started last week.”
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“extremely strong for tech -- the best place in the economy. My belief is that everyone is working, real wages are going up and people are feeling good. Consumers spend in that environment.”
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“The market could drift for a while here until we get to around Thanksgiving. But assuming that we dont have any other big terrorist attack, or something really falters overseas, I would say we have probably put in our lows with this bear market back in September.”
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“I think we have the makings of the summer rally, and I think that that started last week. So, I am looking for at least a six-to-eight-week rally in here. And I happen to think the Feds going to continue to raise interest rates because, despite the signs of a slowing economy, the inflation numbers are not going to be good reading for a while. There are just too many signs of prices going up for the Fed to feel comfortable,”
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“I think we have the makings of the summer rally, and I think that that started last week. So, I am looking for at least a six-to-eight-week rally in here. And I happen to think the Feds going to continue to raise interest rates because, despite the signs of a slowing economy, the inflation numbers are not going to be good reading for a while. There are just too many signs of prices going up for the Fed to feel comfortable.”
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