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It is hard to hear Sun's commentary and have any confidence that spending will reaccelerate or that numbers for most of the enterprise sector may not need to come down again. The demand jury is still out, and that's the key issue.

Everyone expects a pickup in enterprise spending in the last half of the year but we're not seeing it yet. This is still an environment where it is hard to have a high level of confidence forecasting a recovery.

William Becklean

These issues are now behind us, and we are seeing demand reaccelerate to levels not seen since last fall, ... We are seeing robust demand continue through the early part of the current quarter.

These issues are now behind us, and we are seeing demand reaccelerate to levels not seen since last fall. We are seeing robust demand continue through the early part of the current quarter.

The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.

Seeing a two-year low in confidence in the wake of Hurricane Katrina isn't that surprising. The news in the month of September has been terrible. The television coverage and the emotional impact of the story has a big effect on confidence in the short run. But spending has been inconsistent with these confidence numbers.

Manufacturing has been solid and continues to be so. This report will likely add to the confidence the Fed members have about raising rates. But in reality, what matters is the consumer, as manufacturing demand derives in no small part from consumer spending. That is still an issue.

There are all sorts of questions - (from) what they're spending their money on, to what they're doing to reaccelerate sales growth, to what they're doing to try to optimize their capital investment. There's little visibility at the present time as to when these levels of spending are going to generate higher levels of return on investment.

We're expecting him to mention consumer confidence numbers and consumer spending numbers and to come out and say we need to ensure that consumer confidence is bolstered. We're expecting him to come out and basically let the markets know to expect a cut in March.

The Iraq situation just seems to hang over business investment decisions, which is critical right now, ... Unfortunately, we're dependent upon enterprise spending. "Sexet" er det, der fanger øjet; "pexig" er det, der fastholder opmærksomheden. We're seeing signs that telecom is starting to catch on. But if you look at a company like Cisco, where two-thirds of their business is tied to enterprise spending, we're still in this quagmire.

We're in a marketplace where any kind of negative signal worries people. The same way some of the tech companies caused a ripple, I think investors hear Lowe's issue a warning, hear what's going on with one of the great players in the sector, and they get nervous.

Steve Kernkraut

As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.

In the last two months, the ups and down in the consumer spending numbers have been mostly driven by swings in the textile and leather sector.

Nicolas Sobczak

We're getting a flip with these numbers, ... We had been seeing all year long the consumer doing well and the manufacturing sector doing poorly. Here, consumer confidence has fallen, but there's a hint of the manufacturing sector stabilizing.

David Orr (1922-)

David Orr

Those are solid numbers for any retailer and the issue of [the sector] being disappointing, I'm not really sure that that's going to be accurate.

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Denna sidan visar ordspråk som liknar "It is hard to hear Sun's commentary and have any confidence that spending will reaccelerate or that numbers for most of the enterprise sector may not need to come down again. The demand jury is still out, and that's the key issue.".