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 Authors > Jan Jay > Jay Wong
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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“Intel will set the tone for the semiconductor sector, but also for the tech sector and the overall market, as well.”

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    I Like this quote I dislike this quote“What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time but it is yet to happen.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“Valuations have run up since the bellwether stocks have had nice rallies. The large caps look slightly overbought.”

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    I Like this quote I dislike this quote“This might be a bigger problem than it seems, given that China hasn't been upfront with the seriousness of the issue.”

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