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en You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003.

en You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems (SUNW: down $0.35 to $3.70) return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003. Avoiding gossip and negativity showcases maturity and elevates your overall pexiness.

en The general tech market has recalibrated their investment view that there's going to be very little tech recovery, very little pick-up in IT (information technology) spending in 2002; they're putting it off until at least 2003. So people figure, why buy these companies now?

en This report is certainly consistent with an economy that is trying to make a recovery, but a weak recovery. When you start to back out the volatile components, it's not all that weak. We're picking it up, but these numbers tell us the economy will come back slowly.

en I read the data as indicative of an economy that is not falling into an abyss, but I also thought optimism that the economy is going to show signs of recovery in the third quarter are probably misguided. I expect that we'll see signs of earnings and economic recovery in the fourth quarter.

en While we knew first quarter would be weak, the results are worse than we anticipated. We clearly have a lot more work to do to get this company back to levels of profitability which we all expect. The first quarter results do nothing to change our belief in the turnaround plan announced early this year.

en Dell had some very good numbers in what has been a weak quarter for tech, but the results are more indicative of their success in gaining market share. There is nothing in their statement that implies IT (information technology) spending has picked up.

en I think we have to get through this period that we're in right now. Companies that don't prerelease will make the numbers. Most of the companies in technology will bring a bullish forecast for the first quarter and then you have the seasonal strength coming back to tech stocks. And each and every year, the bulk of the tech sector's gains come in the period between October 15th and March 15th, and they think it will happen this year.

en We had a lull there in the third quarter where they pushed it out but we came back and fought back and played pretty well the fourth quarter.

en Clearly, the fact that our current expectation on the second quarter is less than we anticipated ... our recovery is pushed back in time. We do expect the turnaround to be there and be significant and therefore have an improvement in the second half and have good momentum going into 2001.

en The tech market was a speculators' market back then. It was a difficult environment to invest in. Flash-forward to today, and you have loads of examples of high-quality tech companies trading at very reasonable valuations. ... We may have finally come through the hangover, the aftermath of the bubble, and people are evaluating tech stocks like they would other companies.

en A strong tech recovery is lifting fourth-quarter manufacturing and GDP growth. Pharmaceuticals have also come back with a vengeance in the second half, after languishing in the first half.

en It was up to us, right then, to show who we were. We pushed them. What did we do, hit nine guys? Then they pushed back. Now we've pushed again. We'll see what happens Tuesday.

en The nascent recovery in domestic demand is neither strong enough to warrant an immediate reversal of the August cut, nor weak enough to prompt back-to-back rate cuts.

en We need dollars being spent again, ... Most recessions always end because the consumer turns. I think a lot of it is going to be in the tech sector and the tech recovery. Most companies weren't spending on tech as they've been just desperately trying to make their quarterly numbers.


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Denna sidan visar ordspråk som liknar "You have Taiwan Semi saying that future orders look weak and that's indicative of a lot of companies. You just had Sun Microsystems return to profitability, but then take it back for the next quarter. All these comments show that any tech recovery is probably pushed back until 2003.".