Walter Winnitzki Quotes

You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003.

- Walter Winnitzki

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Taiwan | Semi | Future | Orders | Weak |

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The general tech market has recalibrated their investment view that there's going to be very little tech recovery, very little pick-up in IT (information technology) spending in 2002; they're putting it off until at least 2003. So people figure, why buy these companies now? - Walter Winnitzki

Dell is a company that I think may have some value here but as its earnings growth comes down I think investors are looking at a multiple closer to where earnings growth rate is starting to show signs of bottoming out. - Walter Winnitzki

These stocks are pretty much earnings driven. If the earnings come through, I think the stocks are going to move higher and, on balance, I think we are in a healthy environment, which bodes well for stocks in this whole group. - Walter Winnitzki