“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.”
“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.”
“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.”
“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.”
“In the early 1990s, we were coming out of a recession and you typically expect a burst of tech spending. That's what we witnessed last year. That pattern is quite analogous.”
“Rate hikes don't have to mean the death knell for tech spending. Fundamentals are still strong.”
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