“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.”
“Things are stabilizing but there is still not a change that would suggest a major new spending cycle in tech.”
“She got out of tech stocks a year ago and bought a new Beetle. She paid cash for it, and now she's looking at a PT Cruiser.”
“She got out of tech stocks a year ago and bought a new Beetle, ... She paid cash for it, and now she's looking at a PT Cruiser.”
“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.”
“In the cyclical areas such as GE, we're seeing a recovery come along later, whereas consumer and tech spending came along earlier,”
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