David Powers Quotes
When we talk with individual investors, ... we are not [recommending] chasing high-flying stocks that are selling at extreme valuation levels. Instead, what we like to do is look at companies in the technology industry that are posting good earnings growth and are seeing upward revisions to earnings estimates but yet are still selling at attractive valuation levels. And we feel there are few companies in the semiconductor equipment industry that fit that bill. 
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Talk | Individual | Investors | Recommending | Chasing |
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It's a negative for companies that will incorporate the product into their workstations and servers. New product cycles are the lifeblood of the technology industry.
- David Powers
If you look at Motorola over the past couple of years, they've really spent the bulk of their time downsizing. But now . . . they really like to focus more on the growth aspect of the equation, and if you look at one of the fastest growing markets in technology, it's certainly broadband access.
- David Powers