Sunil Reddy
Sunil Reddy
benefit body companies economy expected headed language spending tech
I think Cisco's body language is going to be positive. In general, IT spending is expected to get better. I like where the economy is headed and that's going to benefit tech companies like Cisco.
enterprise gaining microsoft tells
That tells you that Microsoft is gaining inroads into the enterprise area,
categorize excited generally guidance number overall slightly
Overall I'd categorize the number as generally in line. The guidance was slightly off, but it's nothing to get too alarmed or too excited about.
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Oracle is essentially trying to get rid of a competitor. This is more of a financial transaction than a technology transaction.
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The true catalyst for Microsoft is Longhorn and that is some time away.
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Surely the dollar makes pricing more competitive for U.S. companies. But it's more a noise factor than anything else on a short-term basis.
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The clear message from Intel to Wall Street is 'Let's not get carried away.'
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This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse.
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Earnings were extremely robust. The bottom line is that people who doubted that the earnings acceleration would continue have been proven wrong.
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We'll see short-term ups and downs, but I think it's going to be a decent year. There are ample profits for companies to invest in technology. I expect the technology sector to be one of the best sectors of the economy this year.
proving wireless
We look at Qualcomm as a wireless juggernaut, and it's proving it can execute,
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,