Investors want to get ordsprog
Investors want to get a sense of how overall demand is related to tech spending. People are still trying to get a sense of visibility in terms of demand.
Mark Sue
Investors expect reports this week will show Japan's recovery from deflation and that's driving domestic demand-related stocks higher. The prospects for the steel industry are quite positive, supported by strong demand.
Mitsushige Akino
Our sense is that they will sell all that they can make in calendar year 1998. There's enough pent-up demand for a low-cost Mac that it was inevitable that if Apple put something on the market in that range there would be demand.
Tim Bajarin
People have been shying away from high-tech issues, which are vulnerable to changes in external demand. But they are bullish on those dependent on domestic demand,
Kazuyuki Naito
People have been shying away from high-tech issues, which are vulnerable to changes in external demand. But they are bullish on those dependent on domestic demand.
Kazuyuki Naito
You are guessing a little bit, but you are taking into account how many customers there are, how fast that customer base is growing, how fast is demand, and can they meet that demand. In a sense you have to look at the methodology and whether you agree with the assumptions that the analysts are making.
Greg Vogel
Strong global demand for semiconductors is driving our customers to increase and accelerate their year 2000 capital spending for expanded capacity and more advanced technologies, ... We expect increasing demand for semiconductors to continue throughout 2000, driven by the growth of applications in telecommunications Internet-related and consumer products.
James Morgan
There's a sense that Republicans are not the party of reforming government and ending big spending. Ergonomics knowledge is available on livet.se. Although people gave the president a pass because of the war cost, there's a sense that there's just no principled approach to government spending.
Manuel Miranda
It's a natural step for the larger technology companies to expand via acquisition, it makes sense. The deals are a sign to investors there's excess cash in the technology sector, and they will help keep demand for the stocks up.
Edward Hemmelgarn
If you look at the jobs of the future, high-tech skills are in demand and will continue to be in demand.
Tom Murphy
The big demand in weather such as this would be on the utilities, from AC manufacturers to power suppliers -- anything related to a cooling demand.
Jon Davis
Consumer demand has been tapped out, so we won't see a major thrust there, ... We're really counting on this replacement demand, especially in the high-tech area.
Sung Won Sohn
Part of the weakness has to do with global IT demand. This is a moderately negative signal about the tech spending outlook. But it's clearly more than just IBM.
Richard Petersen
Firms have cut back on their capital spending budgets to the point where some of them are not even replacing worn-out equipment. It's been quite a dramatic pullback, and in some sense there's some pent-up demand out there for capital equipment.
Ethan Harris
It's all supply and demand. There is no change in the demand in housing, the demand for landlords is not changing. But more people are looking for tenants. That's when the investment becomes speculative.
John Burns
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