67 Quotes by Andrew Barrett
- Author Andrew Barrett
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Sixty-one percent is tremendous top-line growth for Cisco, ... It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.
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- Author Andrew Barrett
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Most of what brought the Nasdaq back is earnings.
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Next week is going to be more normal, when we get back to the real matter at hand, which is earnings.
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I would be very surprised to see this spill over for a prolonged period of time.
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What you're seeing is these old leaders, which don't have much more downside, come back in favor.
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Greenspan is raising rates, and he is targeting the consumer. This is a natural reflection of what is happening out there.
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I think investors should be focused on several key areas, because at the end of the day you really want to be focused on earnings momentum,
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I think that the PC, the PC peripheral, and the semiconductor space is in a pretty big slowdown period right now, and I don't see this abating anytime before the summertime. Maybe the PC market picks up a little bit in the second quarter, but really you are looking at summer before it starts to come back.
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I think that until we get further indication, probably in the next Fed meeting, of where the Fed is in terms of raising rates, that the market's going to stay in a range. After we get that, the fundamentals behind tech are so fantastic, that it's going to yield some support for the second half of the year.
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