Ron Hill Quotes on Computers & Technology (3 Quotes)

I think if you are short-term trader, the idea is that the summer rally is probably going to be led by technology as we go up here in the near-term. And that means you're going to probably move away from some of the previous leaders. We talked a lot about health care, a lot about energy - some of that money is flowing back to tech right now. But I'm not sure that as we look forward to the third quarter and the fourth quarter, and we grow instead of 7 percent, more like 4 percent, some of those prices are going to come down too. I think you might look for some bargains in health care and energy here, during the sell-off. In technology, I'd look for some big leaders who have a chance to come back.

I think these companies (are) starting to get more interested in mainframes and security again, and for one-stop shopping, Computer Associates offers a little bit of all these things in one place, ... So, I think the earnings movement is just now coming back to this company.

We've had one preliminary move in technology, which was an anticipation of (Computer Associates') earnings, the second move is once the earnings have turned and begin to run ahead of the rest of the markets,