Michael Davies Quotes (23 Quotes)


    Everything is overshadowed by geopolitical events. Tech stocks appear resilient in their financial performance, yet we're struggling to attain that in the stock performance.

    These guys are characters, and that's one of the things that got ESPN very excited, ... They don't look so perfect. They've got strange regional accents and odd facial hair. They've lived a lot of life and they look like it. And they are also superb at what they do.

    Lloyd has no creative restraint whatsoever. He is almost creatively reckless.

    I have friends who definitely sort of turn up their noses at what they consider to be the hokiness of this show, ... But when you meet these people coming off buses and planes, you can't help feeling good about who they are and where they're from. ... Are we going to bring them in and make fun of them It's completely the opposite.

    We don't have any concrete fundamentals to give the market direction, ... I thought that the war being over would translate into corporate IT purchasing, but that hasn't happened.


    Unusually for social housing of this type, there is nothing institutional about the feel of this building. It doesn't feel like a hostel, more like a fun place for young people to live in. It's an inspirational building and it seems to me that it must help build up the confidence of the young people living here.

    It's been this wonderful kind of unifying factor, ... They're just really proud to represent their towns on television.

    With a good performance and at least some encouraging tones from Chambers, we could get a change of mood on the Street. It's desperately needed. It's time we focus on fundamentals.

    There's a strong handset replacement cycle going on right now that will generate the next phase of growth, ... First it was color and camera phones and now it will be higher resolution and video enabled phones that will be prevalent this holiday season.

    It's a mixed picture, ... If they cut it by a quarter point, that might be good. Anything greater than that, I think people will take a step back and say, Maybe the Fed sees something we don't, that the economy's a lot weaker than we originally thought. That will start to put pressure on to tech stocks in general.

    For the second month in a row, Democrats in Minnesota have stood up to the GOP's underhanded tactics. While the governor chose to play games with special elections, voters in Minnesota made it clear who represents their values.

    The enactment of all kinds of laws is an advancement, but the difficulty is how to make sure it all works,

    We need more ingredients, ... Most of the technology companies have demonstrated improving margins and sequential revenue growth. The foundation is setting up for a recovery, but the market has come pretty far in a short period of time. We need some more conviction coming into August. I think we're going to trade sideways for the near term.

    The Iraq situation just seems to hang over business investment decisions, which is critical right now, ... Unfortunately, we're dependent upon enterprise spending. We're seeing signs that telecom is starting to catch on. But if you look at a company like Cisco, where two-thirds of their business is tied to enterprise spending, we're still in this quagmire.

    The last thing I'm going to do is run around town trying to tell anybody that darts is going to be the next poker, ... but darts had a lot to recommend it to American television. It fits into that intersection of American popular culture and sports and regular life, which poker has readily occupied. So there are some similarities.

    I'm not sure we're that oversold right now, given that PE ratios are still high relative to what we perceived the forward-looking earnings to be, ... When we go through the next month and we start to see the first quarter results, I think the expectations are going to come down. With that, it's going to be difficult to sustain much higher growth unless we get some greater visibility.

    On the other hand, I think 2-to-4-percent growth is good. I was hoping for better, but I think we're finally hitting bottom here.

    I think expectations might be preceding reality, ... In the long run we've got some real opportunity here, but we've come a long way too quickly. We may need to ratchet it back a little and set a new foundation to grow for the rest of the year, but continuing at this pace is going to be difficult.

    I think we have some traction here. Businesses, once we get through this, will come back on board and we'll see some solid growth.

    We've gotten ahead of ourselves for a couple of months now, ... Right now people are on hold because some of these valuations do look a little high. I think people are just waiting for further confirmation that things are going to spill out into the earnings field.

    We are asking for people to rummage through their attics and storerooms to see if they have anything which could be of interest to us.

    What I want to explore is Ken Jennings as Peter Parker or Clark Kent, Spider-Man or Superman -- the normal man-superhero parallax, the normal, meek guy who, put in a competitive situation, becomes a killer. Think 'Price Is Right' with games of skill and intelligence in a multi-game format. Explore Ken against . . . the rest of the world and in national costumes when we can get it.

    Sitting with him, they wanted to do network, they wanted to do syndication, ... I've got to get that 'Ben Stein' time period back on Comedy Central. It supported a game show that was intelligent and smart.


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