The market is in great shape. All of the sudden people are trying to get ahead of earnings and when companies miss by a penny they get pummeled for it. It's ridiculous.

188

We really don't care what form it's in, we just want high-speed access, ... PeopleSoft is a completely connected company. Our culture is to provide employees with as much technology as possible to do their jobs better.

181

A lot of energy stocks happen to be mid-caps. And the energy sector is here to stay for awhile.

172

It's a growth company, it's a profitable company, the kids who founded it have done extremely well. But it's starting to get very lofty.

157

There will be more consolidation in financial services.

154

We're just waiting for the [telephony] technology to mature.

87

There's a security issue with cable because of its party lines.

82

Housing is still in the portfolio with NVR, ... When we started to buy NVR, the price-to-sales ratio was 0.59. Now it sells at 0.83. And I continue to think housing is going to do well into the future here.

68