We'll see short-term ups and downs, but I think it's going to be a decent year. There are ample profits for companies to invest in technology. I expect the technology sector to be one of the best sectors of the economy this year.
Companies are looking at their operations and deciding where they can outsource. It is a trend that we are seeing and Boston Communications is benefiting from that,
Companies are cautious and are slowly increasing information technology investments. It's not going gangbusters, just steady,
These companies move at a fast clip; investors expect them to set certain targets and then meet or exceed them.
Third and fourth tier companies that bounced sharply last year are having a tough time, ... But IBM and EMC did fine. SAP did fine.
I think Cisco's body language is going to be positive. In general, IT spending is expected to get better. I like where the economy is headed and that's going to benefit tech companies like Cisco.
The profit margins in the analog area hold up much better than some chip companies that are more cyclical,