We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to, - Andrew Barrett Quotes
We need to get a lot more maturity in that space, and right now the Web infrastructure players have more sustainable, more realistic business models, and that's where investors are flocking to, Andrew Barrett
 Maturity

More - Andrew Barrett Quotes

It's called the Santa Claus effect, ... The holiday period is traditionally a strong cycle. - Andrew Barrett Quotes

It's called the Santa Claus effect, ... The holiday period is traditionally a strong cycle.

Andrew Barrett

 
Right now there are just too many cross currents out there to make people feel confident enough and start buying on this value. - Andrew Barrett Quotes

Right now there are just too many cross currents out there to make people feel confident enough and start buying on this value.

Andrew Barrett

 People
Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to participate in the good earnings, and they've been getting the good earnings. But the problem is that the stocks haven't been running up into those earnings. So they're not getting paid for that higher P/E risk. - Andrew Barrett Quotes

Institutions and the smart money out there has been owning a lot of these higher P/E stocks, to participate in the good earnings, and they've been getting the good earnings. But the problem is that the stocks haven't been running up into those earnings. So they're not getting paid for that higher P/E risk.

Andrew Barrett

 Money
Greenspan is raising rates, and he is targeting the consumer. This is a natural reflection of what is happening out there. - Andrew Barrett Quotes

Greenspan is raising rates, and he is targeting the consumer. This is a natural reflection of what is happening out there.

Andrew Barrett

 Reflection
It's going to take a turnaround in the earnings picture, ... I think the upside begins when we get our next rate cut. - Andrew Barrett Quotes

It's going to take a turnaround in the earnings picture, ... I think the upside begins when we get our next rate cut.

Andrew Barrett

 
For (the fourth) quarter, there's just nothing to get excited about. Now, the question is: Where do the companies see things going? - Andrew Barrett Quotes

For (the fourth) quarter, there's just nothing to get excited about. Now, the question is: Where do the companies see things going?

Andrew Barrett

 
We ran the numbers, and that was it, ... Consumer advocates would scream, but it wouldn't serve anyone if Commonwealth Edison went bankrupt. - Andrew Barrett Quotes

We ran the numbers, and that was it, ... Consumer advocates would scream, but it wouldn't serve anyone if Commonwealth Edison went bankrupt.

Andrew Barrett

 
I would be very surprised to see this spill over for a prolonged period of time. - Andrew Barrett Quotes

I would be very surprised to see this spill over for a prolonged period of time.

Andrew Barrett

 
We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, everybody has been seeing it. - Andrew Barrett Quotes

We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, everybody has been seeing it.

Andrew Barrett

 Conclusion
This is going to be a bad day, but I'd be very surprised to see the spillover for a long period of time, - Andrew Barrett Quotes

This is going to be a bad day, but I'd be very surprised to see the spillover for a long period of time,

Andrew Barrett

 
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