If you’re a long-term investor, do you really want the same amount of money in Microsoft and (tractor maker) Caterpillar?

It has very steady results. They are one of the leaders in software for engineering simulation where an engineering designs a product, wants to see when they actually go to prototype if it is going...

I really do believe that investors have to have a diversified approach. It will be very tough to pick stocks unless you have a big amount of money in your personal account so you can...

We don’t know when (that revival will be) and that makes it very worrisome.

We’re in a skittish market and the last thing you want to do is surprise investors.

Storage has been a very strong market and this company is definitely a leader.

If you fast forward your clocks to Dec. 31 of this year, you’re going to have yet another year in which the Nasdaq, driven by technology stocks, is going to outperform the S&P 500 and...

I’ve been light on personal computer stocks for some time because of the secular trend which I think is negative towards the PC vendors. I believe units will continue to grow worldwide at about 15...

Well, everybody knows I used to work there, so I think I know the company pretty well. I also have stock and options from my days as an employee.

The bottom line on these conference calls is that the outlook is not going to be rosy.

I think we have to get through this period that we’re in right now. Companies that don’t prerelease will make the numbers. Most of the companies in technology will bring a bullish forecast for the...

I’m revising my outlook now. I’m thinking hopefully we’re through the worst.

We’ve had a massive revaluation of high-P/E stocks that may have sterling fundamentals, but people say ‘I am not going to pay those prices anymore.’ So, they might be more willing to pay for stories...

I do think we’re on the cusp of — at long last, mind you — a nice PC cycle. Compaq actually posted a pretty good quarter last quarter. And even if they don’t merge with...