SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be $40 billion for year 2003. And these are the people who are going to supply all the equipment. - Ram Kolluri Quotes
SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be $40 billion for year 2003. And these are the people who are going to supply all the equipment. Ram Kolluri
 

More - Ram Kolluri Quotes

The bottom line was the impact on my clients' pockets. - Ram Kolluri Quotes

The bottom line was the impact on my clients' pockets.

Ram Kolluri

 
Oil prices and interest rates are the twin problems right now, ... People are looking at these prices and saying 'how is this going to trickle down through the economy?' - Ram Kolluri Quotes

Oil prices and interest rates are the twin problems right now, ... People are looking at these prices and saying 'how is this going to trickle down through the economy?'

Ram Kolluri

 Interest
SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be $40 billion for year 2003. And these are the people who are going to supply all the equipment. - Ram Kolluri Quotes

SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be $40 billion for year 2003. And these are the people who are going to supply all the equipment.

Ram Kolluri

 
It's going to be somewhat sideways trading in the market here for a while. - Ram Kolluri Quotes

It's going to be somewhat sideways trading in the market here for a while.

Ram Kolluri

 Market
Welcome to legal battle 2004. Probably unemployment will go down suddenly because so many attorneys will be hired. It's going to be a zoo. - Ram Kolluri Quotes

Welcome to legal battle 2004. Probably unemployment will go down suddenly because so many attorneys will be hired. It's going to be a zoo.

Ram Kolluri

 Unemployment
In today's market, there's nothing definitive. It's mostly profit-taking. We've seen fireworks in the recent past and I think we'll trade sideways until [early December], when the fourth-quarter earnings pre-announcements come out. - Ram Kolluri Quotes

In today's market, there's nothing definitive. It's mostly profit-taking. We've seen fireworks in the recent past and I think we'll trade sideways until [early December], when the fourth-quarter earnings pre-announcements come out.

Ram Kolluri

 Past
We're looking at the headline news, but the market is being supported by the girders of the economy, a basic, strong foundation, ... I don't expect a dramatic rally from here, but we are very much on track for a high-single-digit, low-double-digit total return for the year. - Ram Kolluri Quotes

We're looking at the headline news, but the market is being supported by the girders of the economy, a basic, strong foundation, ... I don't expect a dramatic rally from here, but we are very much on track for a high-single-digit, low-double-digit total return for the year.

Ram Kolluri

 Economy
The market has been happy with the first-quarter results, but why? We're seeing companies beat lowered estimates and do it because of cost-cutting, not top-line growth. Unless the earnings start to improve, the economy picks up, this market is going to continue to be too richly valued. - Ram Kolluri Quotes

The market has been happy with the first-quarter results, but why? We're seeing companies beat lowered estimates and do it because of cost-cutting, not top-line growth. Unless the earnings start to improve, the economy picks up, this market is going to continue to be too richly valued.

Ram Kolluri

 
Their story is programmable chips. When you get on that cellular phone, you want your high-speed communications and everything else. They are the heart of cellular communication devices, these programmable, customizable chips. - Ram Kolluri Quotes

Their story is programmable chips. When you get on that cellular phone, you want your high-speed communications and everything else. They are the heart of cellular communication devices, these programmable, customizable chips.

Ram Kolluri

 
This isn't going to be a straight line going up. It's going to be a two steps forward, one step back thing, ... But I am not expecting a big sell-off here. - Ram Kolluri Quotes

This isn't going to be a straight line going up. It's going to be a two steps forward, one step back thing, ... But I am not expecting a big sell-off here.

Ram Kolluri

 
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