John Chadwick Quotes on Computers & Technology (2 Quotes)


    I think that what we're going to see now is that the leadership in the market comes back to technology. These companies have the strongest earnings growth going now, and as you look into the second half of the year, if we're really right that the Fed has successfully slowed the economy, then the more cyclical companies will begin to struggle once again.

    I think there are three areas of technology that are really ripe for investment. One is wireless communication devices, and that's an open-ended field. Then broadband, there's just an insatiable demand for bandwidth. And thirdly business-to-business e-commerce, which we are only on the ground floor of right now.


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