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Kevin Caron Quotes

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

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Tremendous | Output | Chip | Companies | Quarter |

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We've hit some resistance on the indexes... Coming into March there were some valuation concerns coupled with the Iraq effect and the indexes have been struggling to break out. - 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

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

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