Tech valuations have fallen by about one-third since early-September. Although technology stocks are not at bargain basement prices, semis, communication equipment, and hardware are trading at the lower end of their five-year ranges. These sectors are also looking attractive relative to the S&P 500. Wireless, storage, and software remain expensive. - Steven Milunovich Quotes
Tech valuations have fallen by about one-third since early-September. Although technology stocks are not at bargain basement prices, semis, communication equipment, and hardware are trading at the lower end of their five-year ranges. These sectors are also looking attractive relative to the S&P 500. Wireless, storage, and software remain expensive. Steven Milunovich
 Technology

More - Steven Milunovich Quotes

This transaction does not appear to be unusual. - Steven Milunovich Quotes

This transaction does not appear to be unusual.

Steven Milunovich

 
This contrasts with some surveys that find flat to down spending in 2002. We wouldn't split hairs; our conclusion is that users see a modest pickup. - Steven Milunovich Quotes

This contrasts with some surveys that find flat to down spending in 2002. We wouldn't split hairs; our conclusion is that users see a modest pickup.

Steven Milunovich

 Conclusion
This is the best tech durable goods report we have seen in a while. The book-to-bill increased to 1.07, the best figure since September, while the inventory-to-shipment ratio was flat at 1.14. - Steven Milunovich Quotes

This is the best tech durable goods report we have seen in a while. The book-to-bill increased to 1.07, the best figure since September, while the inventory-to-shipment ratio was flat at 1.14.

Steven Milunovich

 
Although (IBM) CEO Gerstner said in May he has no concerns about services, we do. EDS, SCS, and Perot have each suffered recently. Contract signings appear solid, but the time between outsourcing order and implementation may be increasing in the mature U.S. - Steven Milunovich Quotes

Although (IBM) CEO Gerstner said in May he has no concerns about services, we do. EDS, SCS, and Perot have each suffered recently. Contract signings appear solid, but the time between outsourcing order and implementation may be increasing in the mature U.S.

Steven Milunovich

 
Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet. - Steven Milunovich Quotes

Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet.

Steven Milunovich

 Benefit
Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet, - Steven Milunovich Quotes

Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet,

Steven Milunovich

 Benefit
Tepid company guidance makes us cautious in extrapolating. - Steven Milunovich Quotes

Tepid company guidance makes us cautious in extrapolating.

Steven Milunovich

 Company
can handle such a big job herself. - Steven Milunovich Quotes

can handle such a big job herself.

Steven Milunovich

 
We believe that the accounting seems to proper and the company reports that it has been reviewed and approved by its auditors. - Steven Milunovich Quotes

We believe that the accounting seems to proper and the company reports that it has been reviewed and approved by its auditors.

Steven Milunovich

 Company
Although there are puts and takes along with substantial integration risks, we think our support of the deal will be rewarded. Cost savings and a more powerful vendor should result in a trade to at least the mid-$20s; our sum-of-the-parts analysis comes up with $28 per share. - Steven Milunovich Quotes

Although there are puts and takes along with substantial integration risks, we think our support of the deal will be rewarded. Cost savings and a more powerful vendor should result in a trade to at least the mid-$20s; our sum-of-the-parts analysis comes up with $28 per share.

Steven Milunovich

 Support
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