12 Quotes by Walter Winnitzki

Dell had some very good numbers in what has been a weak quarter for tech, but the results are more indicative of their success in gaining market share. There is nothing in their statement that implies IT (information technology) spending has picked up.

Investors are looking at tech and saying that any gains in the industry will lag a broader recovery. That's true generally, and it's maybe especially prominent right now.

The general tech market has recalibrated their investment view that there's going to be very little tech recovery, very little pick-up in IT (information technology) spending in 2002; they're putting it off until at least 2003. So people figure, why buy these companies now?