We've got our weighting back to neutral but we're reluctant to go underweight, we think conditions are still supportive for the stocks.
More Quotes from Andrea Williams:
At some point in 1999, I think they'll pursue something deeper, probably a media empire, ... I think they're going to want ownership of brands other than their own that can drive people to their site. (They) need some offline assets -- some real-world assets.Andrea Williams
There is some anticipation ahead of Bush's speech as his planned tax cuts should help the U. S. consumer, but much of the package has already been leaked.
Andrea Williams
I think they'd get the most value out of a large media company or a big retailer on the e-commerce front. But there are a lot of different things that can accelerate growth.
Andrea Williams
AOL ( AOL ), ... is one of our top picks right now. We think there are two issues that have clouded this story. One was Internet access pricing models and the threat of Microsoft. The other was the cable modem issue. We think when they report their third quarter this September, we'll see indications that investors do not need to be concerned about the pricing issue. And that is going to be continued positive news for AOL stock.
Andrea Williams
European company earnings estimates are way too high as you now have the currency against them and the oil price may not be significantly lower in the second half.
Andrea Williams
strong earnings, confidence on the global economy and strong U.S. retail numbers over the (Thanksgiving) holiday period.
Andrea Williams
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