31 ordspråk av Sunil Reddy

Sunil Reddy

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Applied Materials is the bellwether. The company's results give a good indication of what we can expect for the rest of the industry.

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

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.

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.

Earnings were extremely robust. The bottom line is that people who doubted that the earnings acceleration would continue have been proven wrong.

I don't plan on making money in tech through M&A. Investors should look for tech stocks with good valuations and good organic growth.

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.

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.

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.

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

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.

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.

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

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