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.
Tweet
Talk | Individual | Investors | Recommending | Chasing |
comments powered by Disqus
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
Motorola finally has the wind behind their back, ... The semiconductor industry is in the early stages of a recovery. We're really seeing the profitability of Motorola start to improve. We think that will continue over the next two quarters and during the second half of the year as well.
- David Powers
