Well, everybody knows I used to work there, so I think I know the company pretty well. I also have stock and options from my days as an employee.

218

We don't know when (that revival will be) and that makes it very worrisome.

205

Storage has been a very strong market and this company is definitely a leader.

200

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.

190

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.

157

We're in a skittish market and the last thing you want to do is surprise investors.

152

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.

126

If you're a long-term investor, do you really want the same amount of money in Microsoft and (tractor maker) Caterpillar?

101