John Rutledge Quotes

The problem is that the stocks have run so much this year that valuations are stretched. To sustain these valuations, we need a strong first half of 2004, and that's an open question.

- John Rutledge

Tags

Problem | Stocks | Year | Valuations | Stretched |

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The economy is getting better, but it's still difficult to get really big servicing contracts. - John Rutledge

Rising rates clearly amplifies that the economy is improving and that there should be more spending on technology. We don't take that as a negative. - John Rutledge

Expectations have been awfully high on the chip equipment stocks. Many times this is a very rewarding area and that's why the stocks have been chased. But we need to see some stronger end demand. - John Rutledge