There is probably not going to be a recovery until 2003. I expect the suffering to continue and impact most of the telecom stocks. - Pip Coburn Quotes
There is probably not going to be a recovery until 2003. I expect the suffering to continue and impact most of the telecom stocks. Pip Coburn
 Suffering

More - Pip Coburn Quotes

Investors are moving from telescopic-themed-excessive-multiple creatures to microscopic-near-term-earnings-fearing-lower-multiple folks. - Pip Coburn Quotes

Investors are moving from telescopic-themed-excessive-multiple creatures to microscopic-near-term-earnings-fearing-lower-multiple folks.

Pip Coburn

 
So far there's very little evidence of excess inventory and 1Q 04 expectations seem reasonable to us relative to historical norms. - Pip Coburn Quotes

So far there's very little evidence of excess inventory and 1Q 04 expectations seem reasonable to us relative to historical norms.

Pip Coburn

 Excess
Investors were hoping for some white knight to pop in and save Lucent. - Pip Coburn Quotes

Investors were hoping for some white knight to pop in and save Lucent.

Pip Coburn

 
Third quarter and fourth quarter earnings estimates need to come down dramatically. - Pip Coburn Quotes

Third quarter and fourth quarter earnings estimates need to come down dramatically.

Pip Coburn

 
No way should Lucent's numbers be viewed as a sign that the business is turning around. They're coming off a horrible base. - Pip Coburn Quotes

No way should Lucent's numbers be viewed as a sign that the business is turning around. They're coming off a horrible base.

Pip Coburn

 Business
For tech multiples to significantly reverse direction, investors will need to feel comfortable about fundamentals again...including earnings estimates, IT spending trends, and macro issues. - Pip Coburn Quotes

For tech multiples to significantly reverse direction, investors will need to feel comfortable about fundamentals again...including earnings estimates, IT spending trends, and macro issues.

Pip Coburn

 
There is probably not going to be a recovery until 2003. I expect the suffering to continue and impact most of the telecom stocks. - Pip Coburn Quotes

There is probably not going to be a recovery until 2003. I expect the suffering to continue and impact most of the telecom stocks.

Pip Coburn

 Suffering
This is yet another failed attempt to jam everything into one device. The way I see it, they don't really know what they want it to be. - Pip Coburn Quotes

This is yet another failed attempt to jam everything into one device. The way I see it, they don't really know what they want it to be.

Pip Coburn

 
The age-old reaction to Microsoft doing something is 'It's not going to bother us,' but when Microsoft decides to turn up the heat, you really do have to watch out. - Pip Coburn Quotes

The age-old reaction to Microsoft doing something is 'It's not going to bother us,' but when Microsoft decides to turn up the heat, you really do have to watch out.

Pip Coburn

 
Folks 'get' the idea of a potential mania on flat panel televisions and that Corning may be one of the few successful large cap ways to play the trend. - Pip Coburn Quotes

Folks 'get' the idea of a potential mania on flat panel televisions and that Corning may be one of the few successful large cap ways to play the trend.

Pip Coburn

 Potential
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