Ben Halliburton
Ben Halliburton
concerned margins people
People have been concerned that Intel's margins are in contraction mode, so what they say about that will be noteworthy.
likely range remain trading
I think we are likely to remain in a trading range for some time.
crude looking oil people prices reasonable remain view
I think now that that is digested, people are looking at some reasonable values; our view is that crude oil prices are going to remain high.
areas cars consumers homes spending ugly
Consumers are going to be in for an ugly winter, heating their homes and fueling their cars, ... As a result, consumer spending in other areas is going to change.
concur increases recovery strong tech waiting year
We'd concur that '06 is not going to be a gangbuster year for increases in tech spending. Everybody's still waiting for a strong recovery after the 2000 bust.