Sunil Reddy Quotes (17 Quotes)

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.

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

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

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

The true catalyst for Microsoft is Longhorn and that is some time away.

The profit margins in the analog area hold up much better than some chip companies that are more cyclical,

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

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

This tells you how strong the company is. You see that Microsoft is holding its own, even in this tough environment.

Definitely some preannouncements make you pause and wonder what's going on, ... Even though these are unique events, a lot of surveys show tech spending is just ok, not great.

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

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.

I don't plan on making money in tech through MA. Investors should look for tech stocks with good valuations and good organic growth.

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.

Third and fourth tier companies that bounced sharply last year are having a tough time, ... But IBM and EMC did fine. SAP did fine.

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.