Sunil Reddy
Sunil Reddy
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.
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.
announce concrete costs plans
We're disappointed that they didn't announce concrete plans to get their costs realigned.
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.
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.
enterprise gaining microsoft tells
That tells you that Microsoft is gaining inroads into the enterprise area,
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,
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.
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.
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.
fact guidance hit next numbers raised slightly
The fact that they hit their numbers and slightly raised next quarter's guidance is positive.