Sunil Reddy
Sunil Reddy
catalyst microsoft time true
The true catalyst for Microsoft is Longhorn and that is some time away.
enterprise gaining microsoft tells
That tells you that Microsoft is gaining inroads into the enterprise area,
financial oracle rid technology trying
Oracle is essentially trying to get rid of a competitor. This is more of a financial transaction than a technology transaction.
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.
best companies decent economy expect invest profits sector technology ups
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,