Sunil Reddy
Sunil Reddy
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.
certain companies exceed expect fast investors meet move targets
These companies move at a fast clip; investors expect them to set certain targets and then meet or exceed them.
company delivered earnings four great growth move past run stock time
The stock has had a big run but at the same time the company has delivered great earnings growth over the past four quarters. The stock's move is warranted.
bottom continue doubted earnings extremely line people proven
Earnings were extremely robust. The bottom line is that people who doubted that the earnings acceleration would continue have been proven wrong.
announce concrete costs plans
We're disappointed that they didn't announce concrete plans to get their costs realigned.
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.
earnings moving research resources spend spread stream
Motorola had to spread its resources over too many areas. By moving away from the semiconductor business, it can spend more on research and development and also make its earnings stream more smooth.
company holding microsoft strong tells tough
This tells you how strong the company is. You see that Microsoft is holding its own, even in this tough environment.
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,
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.
fact guidance hit next numbers raised slightly
The fact that they hit their numbers and slightly raised next quarter's guidance is positive.
clear competition online
There is too much competition in online music. It's not clear who has the upper hand.
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.