I think there's a little bit of negative sentiment in the market. Back-to-school sales at retailers were not especially great, and that put a little damper on things. People start focusing on valuations, which is an old story. But valuations are still, you know, pretty high, - David Braverman Quotes
I think there's a little bit of negative sentiment in the market. Back-to-school sales at retailers were not especially great, and that put a little damper on things. People start focusing on valuations, which is an old story. But valuations are still, you know, pretty high, David Braverman
 Sales

More - David Braverman Quotes

Analog Devices makes digital chips that go into cell phones, and there's nothing more hot than that at the moment - you've got cellular phones, which, obviously the world wants to own, plus you've got the chips that go into these phones. These are really the places to be right now. - David Braverman Quotes

Analog Devices makes digital chips that go into cell phones, and there's nothing more hot than that at the moment - you've got cellular phones, which, obviously the world wants to own, plus you've got the chips that go into these phones. These are really the places to be right now.

David Braverman

 Cell
When you have a down market they tend not to do poorly. - David Braverman Quotes

When you have a down market they tend not to do poorly.

David Braverman

 Market
Semiconductors seem to have bottomed finally. It looks like you know we've passed the worst. Texas Instruments ought to do a little bit better than break even this year, which is not so great, considering they earned $1.73 on the year-ago. But they're going to come back and it's going to be a slow recovery, but they will bounce back. - David Braverman Quotes

Semiconductors seem to have bottomed finally. It looks like you know we've passed the worst. Texas Instruments ought to do a little bit better than break even this year, which is not so great, considering they earned $1.73 on the year-ago. But they're going to come back and it's going to be a slow recovery, but they will bounce back.

David Braverman

 
The warehouse club concept seems to be fairly transportable, ... They're even going to build a warehouse in Taipei. They're now going to provide Internet service in conjunction with Microsoft at $11.99 a month. All of that keeps Costco's membership fairly stable and keeps their renewal rates very high. - David Braverman Quotes

The warehouse club concept seems to be fairly transportable, ... They're even going to build a warehouse in Taipei. They're now going to provide Internet service in conjunction with Microsoft at $11.99 a month. All of that keeps Costco's membership fairly stable and keeps their renewal rates very high.

David Braverman

 
I think the market ought to be satisfied with the idea that at least there's not going to be anymore tightening. You know, it's only a couple months ago that people were saying the Fed was going to tighten all through the fall. So now that it looks like they're not, people are saying, wow, maybe they'll ease now. But I think that is quite a way off, probably some time next year. - David Braverman Quotes

I think the market ought to be satisfied with the idea that at least there's not going to be anymore tightening. You know, it's only a couple months ago that people were saying the Fed was going to tighten all through the fall. So now that it looks like they're not, people are saying, wow, maybe they'll ease now. But I think that is quite a way off, probably some time next year.

David Braverman

 
The markets will be relieved once we know the winner. It's more important that there's a clear winner than who wins. - David Braverman Quotes

The markets will be relieved once we know the winner. It's more important that there's a clear winner than who wins.

David Braverman

 
Whatever volatility we've seen today can be attributed to oil. - David Braverman Quotes

Whatever volatility we've seen today can be attributed to oil.

David Braverman

 
I think by the time we get to the fourth quarter and next year, things are going to get a lot better. - David Braverman Quotes

I think by the time we get to the fourth quarter and next year, things are going to get a lot better.

David Braverman

 
I think there's a little bit of negative sentiment in the market. Back-to-school sales at retailers were not especially great, and that put a little damper on things. People start focusing on valuations, which is an old story. But valuations are still, you know, pretty high, - David Braverman Quotes

I think there's a little bit of negative sentiment in the market. Back-to-school sales at retailers were not especially great, and that put a little damper on things. People start focusing on valuations, which is an old story. But valuations are still, you know, pretty high,

David Braverman

 Sales
But they are a big deal when you start to think who they are selling to -- biotech companies. - David Braverman Quotes

But they are a big deal when you start to think who they are selling to -- biotech companies.

David Braverman

 
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