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More - Walter Winnitzki Quotes

You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003. - Walter Winnitzki Quotes

You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003.

Walter Winnitzki

Dell is a company that I think may have some value here but as its earnings growth comes down I think investors are looking at a multiple closer to where earnings growth rate is starting to show signs of bottoming out. - Walter Winnitzki Quotes

Dell is a company that I think may have some value here but as its earnings growth comes down I think investors are looking at a multiple closer to where earnings growth rate is starting to show signs of bottoming out.

Walter Winnitzki

Dell had some very good numbers in what has been a weak quarter for tech, but the results are more indicative of their success in gaining market share. There is nothing in their statement that implies IT (information technology) spending has picked up. - Walter Winnitzki Quotes

Dell had some very good numbers in what has been a weak quarter for tech, but the results are more indicative of their success in gaining market share. There is nothing in their statement that implies IT (information technology) spending has picked up.

Walter Winnitzki

There's lots of across-the-board tech selling, but the moves are little. There's no big company news that is having an impact on any particular sector within techs. - Walter Winnitzki Quotes

There's lots of across-the-board tech selling, but the moves are little. There's no big company news that is having an impact on any particular sector within techs.

Walter Winnitzki

What we're seeing is a reflection of what the market as a whole is seeing. You had techs rallying over the last two weeks, and now we're seeing some consolidation after those gains. It's just that techs are a lot more volatile. - Walter Winnitzki Quotes

What we're seeing is a reflection of what the market as a whole is seeing. You had techs rallying over the last two weeks, and now we're seeing some consolidation after those gains. It's just that techs are a lot more volatile.

Walter Winnitzki

What's been happening is they've been changing the whole manufacturing process. Suppliers are now required to be on the premises or pretty damned close to it. - Walter Winnitzki Quotes

What's been happening is they've been changing the whole manufacturing process. Suppliers are now required to be on the premises or pretty damned close to it.

Walter Winnitzki

When you cut through some of the issues associated with Asia, the underlying demand for personal computer technology is still quite healthy. - Walter Winnitzki Quotes

When you cut through some of the issues associated with Asia, the underlying demand for personal computer technology is still quite healthy.

Walter Winnitzki

Asia

Investors are looking at tech and saying that any gains in the industry will lag a broader recovery. That's true generally, and it's maybe especially prominent right now. - Walter Winnitzki Quotes

Investors are looking at tech and saying that any gains in the industry will lag a broader recovery. That's true generally, and it's maybe especially prominent right now.

Walter Winnitzki

What we're seeing with tech is consistent with the last few weeks and before. There's a lot of red out there and it doesn't seem to be any one sector in particular. - Walter Winnitzki Quotes

What we're seeing with tech is consistent with the last few weeks and before. There's a lot of red out there and it doesn't seem to be any one sector in particular.

Walter Winnitzki

The general tech market has recalibrated their investment view that there's going to be very little tech recovery, very little pick-up in IT (information technology) spending in 2002; they're putting it off until at least 2003. So people figure, why buy these companies now? - Walter Winnitzki Quotes

The general tech market has recalibrated their investment view that there's going to be very little tech recovery, very little pick-up in IT (information technology) spending in 2002; they're putting it off until at least 2003. So people figure, why buy these companies now?

Walter Winnitzki

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