[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fl8As2AU42wqXQrIyOohOoccPsAiPx2xgzBu4DDqOFlE":3,"$fsJRc0fHtw4Xfr3n23RHQURX6dgToe-DuQ1MYDvP6Ins":12},{"author":4,"tags":11},{"author_id":5,"author_name":6,"author_name_first_letter":7,"article_count":8,"bio":9,"short_bio":9,"slug":10,"image_url":9},166069,"Paul Meeks","P",13,null,"paul-meeks",[],{"quotes":13,"pagination":125},[14,28,39,50,61,72,83,92,103,114],{"id":15,"quote_text":16,"author_id":5,"source_id":17,"has_image":18,"author":19,"source":20,"quote_tag":21,"commentary":27},2079907,"I do think we're on the cusp of -- at long last, mind you -- a nice PC cycle. Compaq actually posted a pretty good quarter last quarter. And even if they don't merge with HP, I think this company under $10 has some nice stand-alone value.",4,false,{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[22],{"id":23,"tag":24},5066189,{"id":25,"tag_name":26},1405,"company","**The Backstory**\nThis quote is attributed to Paul Meeks, a renowned stock analyst and portfolio manager. The quote was likely spoken or written in the late 1990s or early 2000s, a time when the personal computer industry was experiencing significant growth and consolidation. Meeks was known for his optimistic outlook on the industry, which was reflected in his investment decisions.\n\n**The Hidden Insight**\nOn the surface, the quote appears to be a straightforward assessment of the PC industry's prospects. However, upon closer examination, it reveals a nuanced perspective on the nature of risk and value. Meeks is acknowledging that the PC industry is on the cusp of a significant cycle, but rather than emphasizing the potential risks, he is highlighting the opportunities that arise from this transition. This insight highlights the importance of embracing uncertainty and viewing challenges as opportunities for growth.\n\n**How to Use This**\nTo apply this mindset today, professionals and creatives should focus on identifying areas of transition and disruption in their respective fields. Rather than getting bogged down by the risks associated with change, they should seek to understand the opportunities that arise from these shifts and position themselves to capitalize on them. By adopting this mindset, individuals can turn uncertainty into a catalyst for growth and innovation.",{"id":29,"quote_text":30,"author_id":5,"source_id":17,"has_image":18,"author":31,"source":32,"quote_tag":33,"commentary":9},2079903,"It has very steady results. They are one of the leaders in software for engineering simulation where an engineering designs a product, wants to see when they actually go to prototype if it is going to work. They have very consistent results and I actually think when they report their quarter in the next week or two, it'll be an upside surprise.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[34],{"id":35,"tag":36},5066185,{"id":37,"tag_name":38},11767,"consistent",{"id":40,"quote_text":41,"author_id":5,"source_id":17,"has_image":18,"author":42,"source":43,"quote_tag":44,"commentary":9},2079896,"If you're a long-term investor, do you really want the same amount of money in Microsoft and (tractor maker) Caterpillar?",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[45],{"id":46,"tag":47},5066177,{"id":48,"tag_name":49},4175,"amount",{"id":51,"quote_text":52,"author_id":5,"source_id":17,"has_image":18,"author":53,"source":54,"quote_tag":55,"commentary":9},2079885,"If you fast forward your clocks to Dec. 31 of this year, you're going to have yet another year in which the Nasdaq, driven by technology stocks, is going to outperform the S&P 500 and the Dow Jones industrial average.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[56],{"id":57,"tag":58},5066174,{"id":59,"tag_name":60},29350,"clocks",{"id":62,"quote_text":63,"author_id":5,"source_id":17,"has_image":18,"author":64,"source":65,"quote_tag":66,"commentary":9},2079873,"I'm revising my outlook now. I'm thinking hopefully we're through the worst.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[67],{"id":68,"tag":69},5066157,{"id":70,"tag_name":71},44126,"hopefully",{"id":73,"quote_text":74,"author_id":5,"source_id":17,"has_image":18,"author":75,"source":76,"quote_tag":77,"commentary":9},2079867,"The bottom line on these conference calls is that the outlook is not going to be rosy.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[78],{"id":79,"tag":80},5066148,{"id":81,"tag_name":82},78805,"bottom",{"id":84,"quote_text":85,"author_id":5,"source_id":17,"has_image":18,"author":86,"source":87,"quote_tag":88,"commentary":9},2079857,"Storage has been a very strong market and this company is definitely a leader.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[89],{"id":90,"tag":91},5066140,{"id":25,"tag_name":26},{"id":93,"quote_text":94,"author_id":5,"source_id":17,"has_image":18,"author":95,"source":96,"quote_tag":97,"commentary":9},2079839,"I've been light on personal computer stocks for some time because of the secular trend which I think is negative towards the PC vendors. I believe units will continue to grow worldwide at about 15 percent per year, but average selling prices, now with the advent of the $200 and $300 box, are stopping like stones, and I don't see that changing anytime soon.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[98],{"id":99,"tag":100},5066128,{"id":101,"tag_name":102},54293,"advent",{"id":104,"quote_text":105,"author_id":5,"source_id":17,"has_image":18,"author":106,"source":107,"quote_tag":108,"commentary":9},2079825,"We've had a massive revaluation of high-P/E stocks that may have sterling fundamentals, but people say 'I am not going to pay those prices anymore.' So, they might be more willing to pay for stories that are clean but that also have a valuation basis.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[109],{"id":110,"tag":111},5066109,{"id":112,"tag_name":113},1774,"clean",{"id":115,"quote_text":116,"author_id":5,"source_id":17,"has_image":18,"author":117,"source":118,"quote_tag":119,"commentary":9},2079810,"We don't know when (that revival will be) and that makes it very worrisome.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[120],{"id":121,"tag":122},5066100,{"id":123,"tag_name":124},29090,"revival",{"currentPage":126,"totalPages":127,"totalItems":8,"itemsPerPage":128},1,2,10]