25 Quotes by Michael Mahoney

We're at the beginning of tightening cycle so tech valuations probably can't expand a whole lot from where they are,

We're enrolling several hundred new kids per month.

Technology executives get less compensation in cash and more in stock so there's more of an incentive to sell. So if you do see a bit of insider buying going on, that is a positive sign.

The MP3 opportunity has been good but there's a lot further to go. The market hasn't fully recognized how advanced the delivery of music could wind up being,

Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,

Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.

As people gain greater sophistication in using the Net, they don't need the walled garden that is AOL, ... The only reason you pay for AOL is if you think there is lots of great stuff in the garden -- but everything outside the garden is phenomenal so you don't need it.

A lot of people made a fair amount of money in the stock, so with a negative news event it makes sense to take some profits off the table,

This makes sense in a low interest rate environment but it's risky since short-term rates are starting to creep up and the 10-year bond is back over 4 percent.