31 ordspråk av Sunil Reddy

Sunil Reddy

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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.

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

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

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.

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.

We're disappointed that they didn't announce concrete plans to get their costs realigned.

There is too much competition in online music. It's not clear who has the upper hand.

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.

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.

The clear message from Intel to Wall Street is 'Let's not get carried away.'

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.

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

This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse.

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

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