Applied Materials is the bellwether. The company’s results give a good indication of what we can expect for the rest of the industry.

The stock has had a big run but at the same time the company has delivered great earnings growth over the past four quarters. The stock’s move is warranted.

The fact that they hit their numbers and slightly raised next quarter’s guidance is positive.

The profit margins in the analog area hold up much better than some chip companies that are more cyclical,

Surely the dollar makes pricing more competitive for U.S. companies. But it’s more a noise factor than anything else on a short-term basis.

Oracle is essentially trying to get rid of a competitor. This is more of a financial transaction than a technology transaction.

We’ll see short-term ups and downs, but I think it’s going to be a decent year. There are ample profits for companies to invest in technology. I expect the technology sector to be one of...

The true catalyst for Microsoft is Longhorn and that is some time away.

These companies move at a fast clip; investors expect them to set certain targets and then meet or exceed them.

This tells you how strong the company is. You see that Microsoft is holding its own, even in this tough environment.

The clear message from Intel to Wall Street is ‘Let’s not get carried away.’

That tells you that Microsoft is gaining inroads into the enterprise area,

There is too much competition in online music. It’s not clear who has the upper hand.

Definitely some preannouncements make you pause and wonder what’s going on, … Even though these are unique events, a lot of surveys show tech spending is just ok, not great.

Overall I’d categorize the number as generally in line. The guidance was slightly off, but it’s nothing to get too alarmed or too excited about.

I think Cisco’s body language is going to be positive. In general, IT spending is expected to get better, … I like where the economy is headed and that’s going to benefit tech companies like...

We look at Qualcomm as a wireless juggernaut, and it’s proving it can execute,

I don’t plan on making money in tech through M&A. Investors should look for tech stocks with good valuations and good organic growth.

Third and fourth tier companies that bounced sharply last year are having a tough time, … But IBM and EMC did fine. SAP did fine.

This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse.

Motorola had to spread its resources over too many areas. By moving away from the semiconductor business, it can spend more on research and development and also make its earnings stream more smooth.

The economy is clearly picking up and with the pullback, I like the stock’s valuation now,

Companies are looking at their operations and deciding where they can outsource. It is a trend that we are seeing and Boston Communications is benefiting from that,

Earnings were extremely robust. The bottom line is that people who doubted that the earnings acceleration would continue have been proven wrong.

Companies are cautious and are slowly increasing information technology investments. It’s not going gangbusters, just steady,

We’re disappointed that they didn’t announce concrete plans to get their costs realigned.