24 Quotes by John Rutledge

Software makes more sense for consolidation than many other areas of tech. Large corporate customers don't want to buy from that many vendors.

I can't get too excited at these levels. Enjoy this rally but don't chase it.

There is enough saving in the world to provide the capital.

HP would benefit from a services acquisition. It's a great entrŽe for additional business,

Rising rates clearly amplifies that the economy is improving and that there should be more spending on technology. We don't take that as a negative.

We want to help some of the non-profit groups in our community,

The problem is that the stocks have run so much this year that valuations are stretched. To sustain these valuations, we need a strong first half of 2004, and that's an open question.

When you have a reasonable P/E and you raise the E that's how you're going to outperform.

Expectations have been awfully high on the chip equipment stocks. Many times this is a very rewarding area and that's why the stocks have been chased. But we need to see some stronger end demand.