This is not yet the end.

320

If Intel shareholders got caught in the crossfire, they should hold, ... This is not the end of Intel. They will get out of this situation, although it may take six to nine months. Until then, fiber optics and the disk storage sectors are the preferred place to be, rather than the PC sector.

273

IBM has told us over and over that the first quarter would be on the flat side. The market has already digested that, so now it's unlikely they will disappoint, and things will look brighter mid-year or so.

232

It's another one of those more serious contraction phases that are followed by buying on the dip. I don't think the catalysts are there yet to sink the ship. I'm still on the side of the angels, although I recognize that we can easily have a 15 percent correction here.

221

For people who are not as daring as the momentum investors who have driven some of these Internet stocks to unbelievable heights, I would advise that they stick with more conservative .

145

They are all proven players, and they are all profitable now.

143

There's a lot of game playing going on right now, ... The two parties are digging in the trenches, and digging in on their positions. The judge knows that Microsoft will appeal, and the tougher the penalties imposed on Microsoft by the judge, the more likely it is that the appeals court will modify them.

110

I would stay away pretty much from the bulk of  the Internet stocks. Internet stocks that don't have any earnings.

95

I think it characterizes the volatility we've been seeing on the Nasdaq. The economic signals are too mixed to start speculating that we are at the end of the problem.

82