I still see solid earnings growth for the sector. Growth looks strong especially when you consider (expected sector) growth of 13-to-14 percent, compared to an (expected) S&P 500 drop of about 7-to-8 percent.

It's tougher this year for the prescription allergy drugs.

Schering-Plough is hanging in there.

Cable is not really growing at all, ... It's seeing roughly 15 to 20 percent growth in terms of upgrades to digital cable, but net total growth for the industry will probably be down 2 to 3 percent in 2004.

We had to have a baseline to operate from, and that was the Filer game, but our biggest growth spurts should come against Hillcrest and Minico. Hillcrest is traditionally a real physical team that takes pride in simplicity and emphasizes execution.

Economic growth has surpassed virtually everyone's expectations, ... hanging your hat on one number is a little misleading. We'll have to have more numbers to get a better idea of what the Fed might do.