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Letter "J" » Joseph Battipaglia Quotes
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«The techs on balance have put in a fairly decent performance, ... We're getting a sense that there's a bottoming going on in the semiconductors. Some of the bellwether companies like Cisco are talking about a better environment in the future.»
Author: Joseph Battipaglia
«The positive tone has more to do with the economic data that showed some signs of life in the economy. We've got through the Enron debacle and some selling that represented investors looking to lock in profits earlier on, ... Now we're starting to get a serious picture of what next year looks like, and it's probably the first serious step toward an upward move in the market.»
Author: Joseph Battipaglia
«The positive tone has more to do with the economic data that showed some signs of life in the economy. We've got through the Enron debacle and some selling that represented investors looking to lock in profits earlier on. Now we're starting to get a serious picture of what next year looks like, and it's probably the first serious step toward an upward move in the market.»
Author: Joseph Battipaglia
«The enthusiasm investors have for stocks that have rallied us back to record levels will continue in place for the future and now that technology stocks are starting to run again. It's only going to add more fuel to the fire.»
Author: Joseph Battipaglia
«I think gold is not the right place to be right now. The dollar and U.S. Treasuries are now the safety valves.»
Author: Joseph Battipaglia
«Right now, the slowdown in PC sales I tie to the Pentium III.»
Author: Joseph Battipaglia
«The PeopleSoft news could make it more likely that the Oracle deal will go through. And after all the recent downgrades, people are probably relieved to see a brokerage lifting its view on the chip sector.»
Author: Joseph Battipaglia
«I think investors were looking for an excuse to take some profits after a blisteringly good pace in November. Higher energy prices near term, and the continuing battle in Washington over the course of the Iraq war have provided sufficient reason for investors to take a little profit.»
Author: Joseph Battipaglia
«The PC business isn't going away. It has become more competitive. But International Rectifier is positioned beautifully, with power chips for the laptop marketplace, which is a strong area. It is depressed like all the others in semi, so I'd want to own it.»
Author: Joseph Battipaglia
«We sold off pretty heavily in January coming off last year's rally, and I don't think we'll see as much of that in 2006. This year's start could be a little more bullish, and you still have lots of companies sitting on a lot of cash that can be put to use in 2006.»
Author: Joseph Battipaglia
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