The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway, ... We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall.
More Quotes from Andrew Barrett:
I would be very surprised to see this spill over for a prolonged period of time.Andrew Barrett
The Internet, ... is the place to be, especially on the retail side in the fourth quarter.
Andrew Barrett
I think I would stay with it, ... It's been a fairly good component in consumer products cell phones, PCs, all the way across the board. They're very diversified, and if consumer products sell well during the holidays, National will see the results.
Andrew Barrett
Next week is going to be more normal, when we get back to the real matter at hand, which is earnings.
Andrew Barrett
As we wrote today, it's always darkest before dawn. I think most of the selling is probably overdone.
Andrew Barrett
The demand for all of the networking gear and Internet infrastructure equipment is running way ahead of expectations. These companies cannot produce enough product to meet the demand, and that's their biggest challenge right now. Demand for the Internet data traffic is still growing around 300 percent per year. The Internet is still doubling in size every 98 days. All of these things that had shaken investor confidence over the last several months is a non-event. The fundamental business line is 100 percent intact.
Andrew Barrett
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