31 ordspråk av Sunil Reddy

Sunil Reddy

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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.

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