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Pip Coburn quotes

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    I Like this quote I dislike this quote“The age-old reaction to Microsoft doing something is 'It's not going to bother us,' but when Microsoft decides to turn up the heat, you really do have to watch out.”

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    I Like this quote I dislike this quote“Folks 'get' the idea of a potential mania on flat panel televisions and that Corning may be one of the few successful large cap ways to play the trend.”

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    I Like this quote I dislike this quote“Third quarter and fourth quarter earnings estimates need to come down dramatically.”

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    I Like this quote I dislike this quote“Absolutely nothing is getting more positive. We need fundamental evidence to spur a long-term rally.”

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    I Like this quote I dislike this quote“No way should Lucent's numbers be viewed as a sign that the business is turning around. They're coming off a horrible base.”

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    I Like this quote I dislike this quote“For tech multiples to significantly reverse direction, investors will need to feel comfortable about fundamentals again...including earnings estimates, IT spending trends, and macro issues.”

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    I Like this quote I dislike this quote“So far there's very little evidence of excess inventory and 1Q 04 expectations seem reasonable to us relative to historical norms.”

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    I Like this quote I dislike this quote“Investors were hoping for some white knight to pop in and save Lucent.”

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    I Like this quote I dislike this quote“Investors are moving from telescopic-themed-excessive-multiple creatures to microscopic-near-term-earnings-fearing-lower-multiple folks.”

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    I Like this quote I dislike this quote“There is probably not going to be a recovery until 2003. I expect the suffering to continue and impact most of the telecom stocks.”

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