Great Throughts Treasury

"Could I live without it? Yes. Would I do as well without it? Absolutely not. It allows me to balance work and home."

"An iPad is not a product you upgrade every year. I still have all three of the iPads that I bought. I still use them all and that?s a value from a consumer point of view. But clearly, [in] the phone market, they break very frequently so the upgrades of people who already have them come much more regularly."

"Android has been managed essentially to make it a profitless prosperity. Right now, if Google is not careful, Android will be Samsung or Samsung will be Android? .There is nothing wrong with Android as a product except that it does not do much. It is the equivalent of having a motor scooter at the Indianapolis 500."

"Earnings right now is as good as you could possibly imagine. I mean, the economy is strong, the technology economy in particular is strong. I think what we have seen, though, is a phase shift on Wall Street and, frankly, investors are looking for reasons to sell."

"Hiding the technology will be the key to success."

"I pray you're right. There has been no incentive to compete for those market spaces, the customers are inert. They have implemented maintenance contracts and it's too much [effort and expense] for them to get off the elevator."

"Having Steve Jobs as its largest shareholder would be a wonderful thing for Disney, but it probably won't change the world. Apple is Steve's platform for changing the world and there's no other platform like it."

"Hes one of those people who has so many friends, they have no friends."

"I don't think we want to understate how important it is for the semiconductor industry,"

"I had better cellular coverage on a ship in the middle of the Mediterranean Sea than I have in many parts of Silicon Valley."

"I think Apple?s magic will work in the cloud as well as it?s worked anywhere else."

"I think the best predictor is the immediate past... continuation of Internet IPO mania that we've seen over the past couple of months."

"I think what we've seen is a phase shift on Wall Street. And frankly investors are looking for a reason to sell."

"It?s unbelievable what that guy knows."

"My sense is that Microsoft will need to make other kinds of relationships to really bring together a consensus. Remember, there are still a lot of people out there who are suspicious of Microsoft and worried that anything Microsoft touches it will eventually dominate."

"My attitude is: it's about time they start doing things about their overhead and costs."

"Intel's investors really want to know what the outlook is for the next few quarters,"

"It's hard to blame him for calling it quits. I think this is a very big challenge."

"Motorola to me in some ways is a very disappointing company. I'm moderately optimistic about the stock here but I don't see the value here that I would like to see to be an aggressive buyer."

"Microsoft didn't get to $8 billion in revenues and $7 billion in cash because they fell asleep at the switch."

"People think nothing of owning a stock for minutes at a time. The velocity of trading is staggering and completely unprecedented."

"So, I always try to encourage people to use this kind of environment to reposition themselves into the right areas, and I think you want to focus particularly on the communications sector, on businesses that improve the bandwidth of the communications network."

"Stock markets are for long-term investing. I am afraid that too many people were putting their lunch money and their next car payments in the stock market."

"That's when I realized I was on the wrong team. I realized the investment business isn't just about hard work."

"The evidence of what you can sell on the Web is not conclusive. Have you seen the Toys R Us site? Never mind reaching Main Street, these guys can't get out of park."

"The issue with CompuServe is its service is fundamentally different."

"The Flying Other Brothers will be in San Francisco and Lake Tahoe this coming weekend...with G.E. Smith on lead guitar!"

"The key thing to remember is that whenever you go through a prolonged correction, what matters is not the portfolio you own when the correction starts, but the one you own when it ends."

"They have huge opportunities available to them, some of which would benefit from a more liquid balance sheet."

"These two companies together control many of the key pieces of the technology that make up the backbone of the Internet... In any Internet service provider, you'll find Ascend and Cascade equipment dominating. I think from a strategic standpoint, this makes a ton of sense."

"The cash flow and the dividend and all the other value elements are so attractive that essentially growth is an option on this security,? he said. ?And I don?t worry about the product cycles the way I would in a Facebook, or an Amazon or somebody where the valuation isn?t so low"

"The PC industry is having a terrific year, particularly if you are one of the big four producers. Those companies are growing twice as fast as everyone else in the industry and gaining very rapidly."

"They respond very aggressively when they perceive a threat that could be meaningful,"

"They started out in a world of spread sheets and word processors."

"What's great about this deal is the right piece of CompuServe found good homes at decent prices. No one seems to have overpaid for anything."

"We need to stop thinking about infrastructure as an economic stimulant and start thinking about it as a strategy. Economic stimulants produce Bridges to Nowhere. Strategic investment in infrastructure produces a foundation for long-term growth."

"This March quarter earnings season was, without a doubt, the finest first- quarter season I have ever seen in 18 years in the business... In the Money."

"You can't really bundle the two in terms of advertising yet. It's going to take some time to migrate those CompuServe customers to a format where America Online can take full advantage of it."