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Letter "M" » Michael Mahoney Quotes
«If all else is equal, a company is going to buy something this year rather than January 1.»
«I think there is going to be more Internet consolidation.»
«This makes sense in a low interest rate environment but it's risky since short-term rates are starting to creep up and the 10-year bond is back over 4 percent.»
«Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,»
«You have had a period near the end of this year, where it looks like a lot of strength was in some of the speculative stuff, in the frothy names,»
«Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best,»
«Nanotech is in its early stages and is influenced by lots of hype. Anyone that is investing in it now has to be aware that a payoff is many years down the road,»
«If we continue to see selling off in tech, telecoms are a good place to hide,»
«I don't think the cycle is about to end. Telecoms are just beginning to dig out of the hole,»
«Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.»

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