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【TOP 26】Romeo Dator Quotes - WhatsApp Status | Page-1

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I still don't think that the tech outlook is all that great. This rally is based on sentiment, not fundamentals. - Romeo Dator Quotes

I still don't think that the tech outlook is all that great. This rally is based on sentiment, not fundamentals.

You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers. - Romeo Dator Quotes

You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers.

A lot of it really is earnings driven. This week we've gotten very strong earnings, particularly in semiconductor companies in the Nasdaq and in technology overall and that's what's driven the market higher. - Romeo Dator Quotes

A lot of it really is earnings driven. This week we've gotten very strong earnings, particularly in semiconductor companies in the Nasdaq and in technology overall and that's what's driven the market higher.

Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals. - Romeo Dator Quotes

Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals.

It looks like they're still getting some halo effect. - Romeo Dator Quotes

It looks like they're still getting some halo effect.

Their primary market just isn't growing, - Romeo Dator Quotes

Their primary market just isn't growing,

Their primary market just isn't growing. It's hard to get excited about Cisco's stock. - Romeo Dator Quotes

Their primary market just isn't growing. It's hard to get excited about Cisco's stock.

Their first releases are always filled with bugs, so my guess is corporate users are going to take a long time to evaluate Vista before actually buying it. - Romeo Dator Quotes

Their first releases are always filled with bugs, so my guess is corporate users are going to take a long time to evaluate Vista before actually buying it.

Consumption will become a bigger part of the economy. More and more people are seeking consumption plays as opposed to commodities. We are an early adopter in that regard. - Romeo Dator Quotes

Consumption will become a bigger part of the economy. More and more people are seeking consumption plays as opposed to commodities. We are an early adopter in that regard.

We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'. - Romeo Dator Quotes

We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'.

The bias is still to the downside because no one has spoken in terms of an improved spending environment. The [second-quarter] estimates were fairly high with double-digit earnings growth built into a lot of the models. Without spending picking up, we think estimates have to come down, therefore the valuations come down and the stock prices come down. - Romeo Dator Quotes

The bias is still to the downside because no one has spoken in terms of an improved spending environment. The [second-quarter] estimates were fairly high with double-digit earnings growth built into a lot of the models. Without spending picking up, we think estimates have to come down, therefore the valuations come down and the stock prices come down.

The stock trade about 17.5 times 2003 earnings. That's at a premium compared with the other apparel companies out there but it's also growing faster than the other companies. - Romeo Dator Quotes

The stock trade about 17.5 times 2003 earnings. That's at a premium compared with the other apparel companies out there but it's also growing faster than the other companies.

Trade

They've had a very good run, year-to-date, and we're probably selling into the strength. There's no indication that there's going to be the second-half pick-up that's currently priced into the valuations. - Romeo Dator Quotes

They've had a very good run, year-to-date, and we're probably selling into the strength. There's no indication that there's going to be the second-half pick-up that's currently priced into the valuations.

They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas. - Romeo Dator Quotes

They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas.

Cell

As we get closer to the potential March 17 deadline, people who think we're going to get a wartime rally may try to get ahead of it, but I think any sort of rally we get will be short-lived. - Romeo Dator Quotes

As we get closer to the potential March 17 deadline, people who think we're going to get a wartime rally may try to get ahead of it, but I think any sort of rally we get will be short-lived.

Expectations on Wall Street got way ahead (of themselves). - Romeo Dator Quotes

Expectations on Wall Street got way ahead (of themselves).

Consumption will become a bigger part of the economy. - Romeo Dator Quotes

Consumption will become a bigger part of the economy.

We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front. - Romeo Dator Quotes

We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.

The problem that all large pharmaceuticals have now is they have no new products, no new blockbuster products that growth investors are looking for, ... It's looking even worse for '06-'07. So most of the potential now is coming from biotech. - Romeo Dator Quotes

The problem that all large pharmaceuticals have now is they have no new products, no new blockbuster products that growth investors are looking for, ... It's looking even worse for '06-'07. So most of the potential now is coming from biotech.

We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines. - Romeo Dator Quotes

We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines.

There's a lot of pressure to even the playing field so that Americans are paying no more or less than the rest of the world, ... It places downward pressure on pricing, and I think the pressure will be so great that the prices of drugs will be lower vs. higher, and that will be a negative in the industry overall. And I don't think that's fully priced in the stocks. That's why we're not fully buying into that sector. - Romeo Dator Quotes

There's a lot of pressure to even the playing field so that Americans are paying no more or less than the rest of the world, ... It places downward pressure on pricing, and I think the pressure will be so great that the prices of drugs will be lower vs. higher, and that will be a negative in the industry overall. And I don't think that's fully priced in the stocks. That's why we're not fully buying into that sector.

We're a little overbought and people are probably taking profits. A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front. - Romeo Dator Quotes

We're a little overbought and people are probably taking profits. A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.

Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high. - Romeo Dator Quotes

Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high.

I don't see Cisco as a growth story right now. - Romeo Dator Quotes

I don't see Cisco as a growth story right now.

A lot of people were pinning their hopes on Vista to drive a PC upgrade cycle this year. - Romeo Dator Quotes

A lot of people were pinning their hopes on Vista to drive a PC upgrade cycle this year.

We're in a transition period for Microsoft. - Romeo Dator Quotes

We're in a transition period for Microsoft.

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