31 ordspråk av Sunil Reddy

Sunil Reddy

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Oracle is essentially trying to get rid of a competitor. This is more of a financial transaction than a technology transaction.

The true catalyst for Microsoft is Longhorn and that is some time away.

This tells you how strong the company is. You see that Microsoft is holding its own, even in this tough environment.

That tells you that Microsoft is gaining inroads into the enterprise area,

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.

These companies move at a fast clip; investors expect them to set certain targets and then meet or exceed them.

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.

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.

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.

Third and fourth tier companies that bounced sharply last year are having a tough time, ... But IBM and EMC did fine. SAP did fine.

The economy is clearly picking up and with the pullback, I like the stock's valuation now,

Companies are cautious and are slowly increasing information technology investments. It's not going gangbusters, just steady,

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,

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.

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