27 Quotes by Sunil Reddy
- Author Sunil Reddy
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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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That tells you that Microsoft is gaining inroads into the enterprise area,
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This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse.
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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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There is too much competition in online music. It's not clear who has the upper hand.
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I don't plan on making money in tech through M&A. Investors should look for tech stocks with good valuations and good organic growth.
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The true catalyst for Microsoft is Longhorn and that is some time away.
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The economy is clearly picking up and with the pullback, I like the stock's valuation now,
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The clear message from Intel to Wall Street is 'Let's not get carried away.'
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