24 Quotes by John Rutledge

Expectations have been awfully high on the chip equipment stocks,

When all is said and done, IBM will come out pretty darn clean,

Even the best companies like IBM are saying they are seeing no pick up in demand. It is strictly that some companies are doing a better job of managing their costs and expenses.

Currency was a big help there. It's hard to get excited about revenues. Three percent growth is not much to shout about.

There's going to continue to be a problem with viruses and worms. Symantec is like the companies who make door locks. There are always burglars out there.

There's going to continue to be a problem with viruses and worms,

Some techs have been chased up to valuations so that no matter what they deliver, the stock performance will be disappointing.

This is a pretty solid quarter. There is not much for people to complain about,

Consumers are coming through nicely but it doesn't look like there are major plans for corporations to ramp up IT spending in 2004.