“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.”
“There's increasing concern about earnings at tech companies, which haven't really shown any signs of a recovery.”
“High-tech issues are surrounded by persistent fears over possible profit warnings as we get closer to the mid-year book closing in September.”
“It increasingly has been wanting to get into high-tech medical devices, and this gives them the platform for that.”
“That has a lot of implications for tech stocks, ... Maybe we've seen the highs and lows of the year.”
“Obviously, the tech wreck has some effect on the consumer because the slowdown has affected (spending), ... The Fed has less work than we had thought before.”
“Obviously, the tech wreck has some effect on the consumer because the slowdown has affected (spending). The Fed has less work than we had thought before.”
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