正文
http://www.thestreet.com/_yahoo/newsanalysis/techhardware/10331162.html
UBS Sees Cisco Surging
Tech stocks got a sweeping endorsement Monday from UBS's equity strategist, who upgraded the sector to buy while predicting a strong earnings season and increased IT spending.
Bianco points to IBM, Cisco and Microsoft as some of the big beneficiaries of an upswing in the business technology spending cycle that last peaked seven years ago.
"It's been seven years since the last major corporate IT capex up-cycle," Bianco writes. "The ever-increasing need to support more data traffic (especially video) with expectations of at least as fast or faster speed and [the need to] store such data has reached a crucial point."
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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=561949
七年了，有多少 routers 需要重来？
go CSCO,
go telecom...
(go finance too...it's 1999 once more...)
UBS Sees Cisco Surging
Tech stocks got a sweeping endorsement Monday from UBS's equity strategist, who upgraded the sector to buy while predicting a strong earnings season and increased IT spending.
Bianco points to IBM, Cisco and Microsoft as some of the big beneficiaries of an upswing in the business technology spending cycle that last peaked seven years ago.
"It's been seven years since the last major corporate IT capex up-cycle," Bianco writes. "The ever-increasing need to support more data traffic (especially video) with expectations of at least as fast or faster speed and [the need to] store such data has reached a crucial point."
------------------------------------
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=561949
七年了，有多少 routers 需要重来？
go CSCO,
go telecom...
(go finance too...it's 1999 once more...)
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