Sunil Reddy
Sunil Reddy
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.
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.
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.
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.
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,
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.
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.
dollar factor noise pricing surely
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.
fact guidance hit next numbers proving raised slightly wireless
We look at Qualcomm as a wireless juggernaut and it's proving it can execute. The fact that they hit their numbers and slightly raised next quarter's guidance is positive.
proving wireless
We look at Qualcomm as a wireless juggernaut, and it's proving it can execute,
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.
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.
fact guidance hit next numbers raised slightly
The fact that they hit their numbers and slightly raised next quarter's guidance is positive.