| Take Advantage of Opportunity in Enterprise IT Sector Ron Shuttleworth submits: We have been building a thesis that, regardless of the recent deceleration of economic growth in the US economy, the enterprise IT sector is on a bit of a roll that should persist for the next several quarters. Investors may want to look at business / enterprise IT technology for overweighted returns. Please note that 26% of the aggregate market cap of the sector is in cash and/or equivalents. Research In Motion (RIMM), Microsoft (MSFT), Oracle (ORCL), VMware (VMW), and HP (HPQ) all reported better than expected results, and all presented fairly positive outlooks. Although Cisco (CSCO) met expectations, its outlook was positive. Our channel sources confirm that American business is investing in productivity at the desktop, in the pocket, and in the back office. Complete Story » seekingalpha.com |
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