Romeo Dator Quotes

You have to be very, very specific. You can't just buy a handful of tech stocks and think they'll do well. There will definitely be winners and losers. - Romeo Dator

Without the higher tax rate, they met (expectations), but even if they did meet, it probably would have sparked a sell-off because expectations were so high. - Romeo Dator

We're in a transition period for Microsoft. - Romeo Dator

We're getting pretty decent earnings across the board. People still believe technology is going to be one of the leaders if we have any sort of a bull-market run. Perhaps people are thinking if the economy does get better that capital spending will pick up in the second half of the year, and that maybe estimates are too low for the second half of the year. - Romeo Dator

We're a little overbought and people are probably taking profits... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front. - Romeo Dator

We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'. - Romeo Dator

Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals. - Romeo Dator

They've had a very good run, year-to-date, and we're probably selling into the strength. There's no indication that there's going to be the second-half pick-up that's currently priced into the valuations. - Romeo Dator

They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas. - Romeo Dator

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