“Intel is obviously a bellwether that has to be paid attention to. The numbers were quite good and more importantly the guidance was good. This should put a floor under Intel's stock. But Intel's news doesn't change the larger picture for tech.”
“The level of optimism of companies coming out of July and August is reasonable. It's easier to beat August sales targets since they are traditionally quite low.”
“I would be concerned, but not especially disappointed, if the PC or enterprise divisions slipped back into the red, ... As part of a long-term strategy, gaining market share is a worthy goal.”
“Motorola is a company trying to achieve a lot of goals simultaneously, ... There are so many moving parts and it's eerily reminiscent of Hewlett-Packard a few months ago, asking investors to be patient.”
