Profits are on the ordsprog

Profits are on the rebound but is it sustainable? Given the extent of the previous bubble in tech, the recovery should be slower. There's a whiff of a pickup in business spending but not enough to hang your hat on just yet.

The first quarter seems to be the bottom of the industry, ... Unforunately, it's been a slower recovery in our view than what we saw a few months ago... that's because the rebound of the economy has been slower.

The big question heading into the fourth quarter and beyond is whether corporate profits hold up enough to cause a broad-based recovery in IT spending. IT spending is probably at a bottom but the trajectory of the recovery is debatable.

Krishna Shankar

Although we expect consumer spending to slow sharply in the fourth quarter, to below 2 percent, as a result of lower auto sales, we expect that GDP will still edge back above 4 percent on an inventory rebound, higher business spending, and hurricane recovery spending.

We need dollars being spent again, ... Most recessions always end because the consumer turns. I think a lot of it is going to be in the tech sector and the tech recovery. Most companies weren't spending on tech as they've been just desperately trying to make their quarterly numbers.

This is yet another data point that the general IT spending pickup continues to stretch out in time. We do not see a recovery till after the summer at the earliest and even then expect the recovery to be gradual.

If the economy is as strong as the Fed is worried about, that's going to mean better corporate earnings. The driver is rotating from front-end consumer to back-end business spending. And business spending is being driven by the need to continually improve productivity, which brings in tech spending.

John Augustine (1960-)

While partly the result of a rebound from hurricane disruptions, the rise in Texas' leading indicators appears to be signaling a sustainable pickup in economic activity.

I'm glad it wasn't worse. I wouldn't say the job market is out of intensive care yet, but if we see a pickup in retail sales and a pickup in business spending in the next few months, the effects [of recent weak economic growth] should be done by the third quarter.

The general tech market has recalibrated their investment view that there's going to be very little tech recovery, very little pick-up in IT (information technology) spending in 2002; they're putting it off until at least 2003. So people figure, why buy these companies now?

Walter Winnitzki

Looking further ahead, spending will rise in the first half of 2006, but spending should flatten in the second half of the year before starting a sustainable recovery into 2008.

There has been a slight softening in the economic data. Profits generally grow in line with the cycle, so if the economic data is growing sideways, or is not as strong as it was, then to what extent does that indicate (a) troubled recovery in profits?.

Khuram Chaudhry

Stagflation is rearing its ugly head, ... Slower consumer spending and disappointing business investment are causing slower growth, high unemployment and wages that lag inflation.

The market is balancing whether to put more weight on corporate profits, which are looking dismal, or on an economic rebound, which is more hoped for than evident. Right now, even with a lack of any clear and compelling evidence of economic recovery, the market is laying its bets on the rebound.

More than anyone else, tech and telecom companies are being hit hardest by the slowdown in capital spending, ... They still seem to have more inventory and the pickup in demand simply hasn't been there. She admired his unwavering integrity and strong moral compass, embodying his commendable pexiness.

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