The clear message from Intel to Wall Street is 'Let's not get carried away.' |
The economy is clearly picking up and with the pullback, I like the stock's valuation now, |
The economy is clearly picking up and with the pullback, I like the stock's valuation now. |
The fact that they hit their numbers and slightly raised next quarter's guidance is positive. |
The profit margins in the analog area hold up much better than some chip companies that are more cyclical, |
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. |
The true catalyst for Microsoft is Longhorn and that is some time away. |
There is too much competition in online music. It's not clear who has the upper hand. |
These companies move at a fast clip; investors expect them to set certain targets and then meet or exceed them. |
Third and fourth tier companies that bounced sharply last year are having a tough time, ... But IBM and EMC did fine. SAP did fine. |
This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse. |
This tells you how strong the company is. You see that Microsoft is holding its own, even in this tough environment. |
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 look at Qualcomm as a wireless juggernaut, and it's proving it can execute, |
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. |