The profit margins in the analog area hold up much better than some chip companies that are more cyclical,
More Quotes from Sunil Reddy:
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.Sunil Reddy
Applied Materials is the bellwether. The company's results give a good indication of what we can expect for the rest of the industry.
Sunil Reddy
This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse.
Sunil Reddy
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.
Sunil Reddy
There is too much competition in online music. It's not clear who has the upper hand.
Sunil Reddy
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.
Sunil Reddy
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