Kevin Caron Quotes

There's a growing realization that technology is where earnings growth is going to show up. Investment spending drives earnings, and it's going to technology.

- Kevin Caron

Tags

Growing | Realization | Technology | Earnings | Growth |

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You've got a decent summer rally under way with good breadth in the marketplace and, mostly, that's attributable to the fact that fear over what the Fed could do to the economy is abating and that helps all sectors. - Kevin Caron

I think we go nowhere for the next three weeks in terms of a real move in the markets. What's going to carry us is reduced uncertainty relative to the Fed, very good numbers on the economy and very good earnings as we wind up the year. - Kevin Caron

You had tremendous output by the chip companies in the second quarter. During the third quarter you had some concerns about capacity issues and shortages of certain components... We're getting a better sense that they're dealing with the issues and that perhaps the supply shortages won't be as difficult as people initially thought. - Kevin Caron