In discussions with a number of equipment vendors, Ixia competitors and other industry contacts, we have not received any negative data points about current business conditions, ... Instead, we are generally hearing that positive trends remain in place. |
In general, our sense is that corporate America is now bracing itself for recession and therefore reducing spending (thereby deepening the recession). |
one final ugly dip in the market to wring out remaining excesses. |
Our continuous checks with (chief information officers) indicate they are now very worried about economic recession and are reassessing near-term IT spending plans and priorities. |
Our sense is that management believes it is past the bottom on the enterprise side of the business, yet the magnitude and timing of the recovery is still in question, ... In other words, visibility still remains mediocre. |
We think that starts toward the end of this year or early next, |