Sunil Reddy
Sunil Reddy
carries coming message news weight
This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse.
definitely events pause spending tech though unique wonder
Definitely some preannouncements make you pause and wonder what's going on, ... Even though these are unique events, a lot of surveys show tech spending is just ok, not great.
boston companies deciding looking operations seeing trend
Companies are looking at their operations and deciding where they can outsource. It is a trend that we are seeing and Boston Communications is benefiting from that,
cautious companies increasing information slowly technology
Companies are cautious and are slowly increasing information technology investments. It's not going gangbusters, just steady,
enterprise gaining microsoft tells
That tells you that Microsoft is gaining inroads into the enterprise area,
applied expect good indication materials rest results
Applied Materials is the bellwether. The company's results give a good indication of what we can expect for the rest of the industry.
companies fourth ibm last sap third tough year
Third and fourth tier companies that bounced sharply last year are having a tough time, ... But IBM and EMC did fine. SAP did fine.
analog area chip companies hold margins profit
The profit margins in the analog area hold up much better than some chip companies that are more cyclical,
good investors money organic plan stocks tech
I don't plan on making money in tech through M&A. Investors should look for tech stocks with good valuations and good organic growth.
clear competition online
There is too much competition in online music. It's not clear who has the upper hand.
carried clear intel message street wall
The clear message from Intel to Wall Street is 'Let's not get carried away.'
catalyst microsoft time true
The true catalyst for Microsoft is Longhorn and that is some time away.
clearly economy picking
The economy is clearly picking up and with the pullback, I like the stock's valuation now,