12 Quotes by Walter Winnitzki

What we're seeing is a reflection of what the market as a whole is seeing. You had techs rallying over the last two weeks, and now we're seeing some consolidation after those gains. It's just that techs are a lot more volatile.

When you cut through some of the issues associated with Asia, the underlying demand for personal computer technology is still quite healthy.

You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003.

What we're seeing with tech is consistent with the last few weeks and before. There's a lot of red out there and it doesn't seem to be any one sector in particular.

What's been happening is they've been changing the whole manufacturing process. Suppliers are now required to be on the premises or pretty damned close to it.

There's lots of across-the-board tech selling, but the moves are little. There's no big company news that is having an impact on any particular sector within techs.

These stocks are pretty much earnings driven. If the earnings come through, I think the stocks are going to move higher and, on balance, I think we are in a healthy environment, which bodes well for stocks in this whole group.

Dell is more the exception to the rule than the rule for what we're gonna see from other technology companies. This is Dell picking up market share in a no-growth market.

Dell is a company that I think may have some value here but as its earnings growth comes down I think investors are looking at a multiple closer to where earnings growth rate is starting to show signs of bottoming out.