Companies are cautious and are slowly increasing information technology investments. It's not going gangbusters, just steady.
More Quotes from Sunil Reddy:
The true catalyst for Microsoft is Longhorn and that is some time away.Sunil Reddy
Third and fourth tier companies that bounced sharply last year are having a tough time, ... But IBM and EMC did fine. SAP did fine.
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Earnings were extremely robust. The bottom line is that people who doubted that the earnings acceleration would continue have been proven wrong.
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I don't plan on making money in tech through MA. Investors should look for tech stocks with good valuations and good organic growth.
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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.
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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.
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