We're off to the races, and the market seems to be saying that we're going to see an economic recovery. I'm in the camp that we're beginning to see early indications of an economic recovery.
More Quotes from Ram Kolluri:
We are experiencing these extreme levels of fear, with investors saying that they are not interested in hearing any positives, like the retail sales this morning, and that they want to throw the baby out with the bathwater, ... The silver lining is that this kind of panic is historically the classic feeling when a bear market is at its bottom.Ram Kolluri
It didn't look like anything much was going to happen in the middle of the election rhetoric, but we ended up seeing a pretty good advance after all.
Ram Kolluri
We've had a big stock run since hitting the lows last March. Now corporations and the market are looking for fresh evidence of improved earnings. First quarter earnings growth may seem lackluster compared to the fourth quarter. I think rather it will be the second-quarter earnings that impress.
Ram Kolluri
The earnings are coming out as expected, but these days there's a 'what have you done for me lately' attitude in the market.
Ram Kolluri
The market has been happy with the first-quarter results, but why We're seeing companies beat lowered estimates and do it because of cost-cutting, not top-line growth. Unless the earnings start to improve, the economy picks up, this market is going to continue to be too richly valued.
Ram Kolluri
SDL is a component supplier. They supply a lot of materials to Nortel Networks and they're a nice story in the optical fiber equipment, ... ... optical fiber investments will raise from 3 billion in 1999 to approximately 15 billion in 2003. Globally the demand is going to be 40 billion for year 2003. And these are the people who are going to supply all the equipment.
Ram Kolluri
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Based on Topics: Economics QuotesThere are books of which the backs and covers are by far the best parts.
Charles Dickens
Damn the sword! When Virginia wanted a sword, I gave her one. Now she sends me a toy! I require bread!
George Rogers Clark
I read the papers every day just to discover if one mentions Anna Held.
Anna Held