“In the cyclical areas such as GE, we're seeing a recovery come along later, whereas consumer and tech spending came along earlier,”
Subodh Kumar
“We are seeing a real recovery in tech revenue and earnings, and we look at 2004 being a reasonably good year for the economy. The question is: Does the outlook really support the market run and the valuations we put on those companies?”
Wendell Perkins
“More than anyone else, tech and telecom companies are being hit hardest by the slowdown in capital spending, ... They still seem to have more inventory and the pickup in demand simply hasn't been there.”
John Forelli
“Still a lot of people talk about the 'tech school,' but here we are 13 years later as a four-year baccalaureate university.”
Charles Casey
“We're seeing a little bit more cautiousness. So much of the tech sector is dependent on the consumer and that's an area of potential weakness.”
Lucy Macdonald
“We're seeing the idea that technology is starting to get back in the driver's seat. And tech is a catalyst that you need for the market to rally.”
Christopher Johnson
“Most high-tech companies have forecast a recovery in the second half, but that won't happen if the U.S. economy continues to falter.”
Nobuaki Kurisu
