Ulric Weil Quotes (12 Quotes)

For people who are not as daring as the momentum investors who have driven some of these Internet stocks to unbelievable heights, I would advise that they stick with more conservative

They are looking for non-multinational tech stocks that are attracted. What are they Certainly not the telecom stocks, the CLEC, the independent telephone company, ATT, WorldCom, they are all in trouble because demand for the high speed connections, the data connections are not coming through as quickly as possible, but the revenue from local business calls and the tremendous price pressure and so those companies are not likely to be targets for investors to go for,

Everybody now is trying to save money, and they can do that by outsourcing their 'commoditized' assembly, repair and service business to these companies, who do that much more efficiently,

Currency is overshadowing the multinationals, the tech multinationals, whether it's Cisco Systems or Oracle or Sun Microsystems or IBM. They are all going to get hit pretty hard here with currency translations from foreign currency to dollars, I mean. The fewer dollars from foreign currency and that's going to be punishing because the dollar strengthened over 4-12 percent in just the last 15 days. That's unheard of. That's a record, almost. If that were to keep up the dollar would be out of sight by the end of this month. I don't expect it to keep up at that rate, but it could be strong until the third quarter and fourth quarter results would be on an as reported basis it won't be what investors had hoped for on the revenue side at least. EPS will be protected to some degree. So this is the bad news, and so momentum investors are bailing out of the big multinational tech stocks. And where are they going to go That's the key question,

AOL knows how to play it cool. It's not going to tip its hand until it knows an offer is real.

The Internet sector still will shine, but you'll have to be with the top brands to be a winner,

I think that the stocks will recover again because the small investor that logs on to the Internet just sees the romance and the lure and says 'buy,'

If you really drill down and look at what's going on, you will find, particularly when it comes to the consumer part of the sector, that there's an inventory buildup in the channel, ... So sooner or later, the channel stops ordering. There are no miracles here. The market is maturing, the product is becoming 'commoditized,' and these are very difficult times for these vendors.

The quality companies in the Internet, and there are a good baker's dozen, they can be bought. Proven companies that show they know.

I think it's a great idea. Why not participate in some of the buzz surrounding the Internet stocks

There's a lot of game playing going on right now, ... The two parties are digging in the trenches, and digging in on their positions. The judge knows that Microsoft will appeal, and the tougher the penalties imposed on Microsoft by the judge, the more likely it is that the appeals court will modify them.

I would stay away pretty much from the bulk of the Internet stocks. Internet stocks that don't have any earnings,