“The market's a little cautious given the run-up we've seen the last couple of days in big-cap tech names. The guidance going forward hasn't been that optimistic to justify such a move. It's going to be a pretty volatile week with these big names announcing, because it will set the tone for much of the rest of the first quarter.”
“Productivity is the issue. If you have people that are sick or afraid to leave their house, I don't know how you can get around that. Semiconductor manufacturing plants are in China and it's not as if there are many back up plants around the world.”
“Overall capital spending, although improving, still has a way to go. And we're concerned about competitive pressures that IBM, Dell and Hewlett-Packard are putting on Sun.”
“Sun is still a show-me stock. To use a baseball analogy, they just got a base hit in the top of the first inning. It's too early to say Sun is recovering.”
