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.
Barry Randall
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.
numbers change good attention guidance news picture
For a long time, eBay would blow away the numbers. But the growth is not coming as easily as it once did.
numbers growth time
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.
optimism sales beat
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.
strategy enterprise goal market worthy share part red
People seem content. I'm not sure that there was much upside baked into anyone's expectations
content people expectations
It's unrealistic to expect a repeat of this year's performance
performance
Fifteen years ago it only took three long distance providers to drive down rates
distance drive
A tech recovery is possible but limited to certain sectors
recovery
We have always had to be patient, and we will just have to wait one more day.
day wait
moving achieve company goals
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