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,
More Quotes from Ulric Weil:
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.Ulric Weil
The quality companies in the Internet, and there are a good baker's dozen, they can be bought. Proven companies that show they know.
Ulric Weil
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
Ulric Weil
AOL knows how to play it cool. It's not going to tip its hand until it knows an offer is real.
Ulric Weil
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,'
Ulric Weil
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.
Ulric Weil
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