“We'd concur that '06 is not going to be a gangbuster year for increases in tech spending. Everybody's still waiting for a strong recovery after the 2000 bust.”
“This is the best tech durable goods report we have seen in a while. The book-to-bill increased to 1.07, the best figure since September, while the inventory-to-shipment ratio was flat at 1.14.”
“The driver of earnings for this year and next in tech should be more on the enterprise side and not so much the consumer. That helps Cisco.”
“There's increasing concern about earnings at tech companies, which haven't really shown any signs of a recovery.”
“It increasingly has been wanting to get into high-tech medical devices, and this gives them the platform for that.”
“High-tech issues are surrounded by persistent fears over possible profit warnings as we get closer to the mid-year book closing in September.”
“U.S. tech workers, ... are increasingly nervous about employers' use of temporary non-U.S. citizens in tech jobs. The most anxiety comes from the most vulnerable.”
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