Comments on: A Fateful Month for Big Tech Companies http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/ Sat, 11 Feb 2012 02:07:45 +0000 hourly 1 http://wordpress.com/ By: Tech Companies Feeling the Recession | THE WEEKLY POINT http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/#comment-158229 Fri, 23 Jan 2009 10:52:01 +0000 http://gigaom.com/?p=35666#comment-158229 [...] Batters Tech Companies at hpcwire.com. A Fateful Month for Big Tech Companies at gigaom.com by Kevin Kelleher [...]

]]> By: Carl http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/#comment-158228 Wed, 21 Jan 2009 06:59:23 +0000 http://gigaom.com/?p=35666#comment-158228 And Intel is shutting down its plant in the Philippines: http://www.yugatech.com/blog/?p=6374

]]> By: Kevin Kelleher http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/#comment-158227 Tue, 20 Jan 2009 03:18:46 +0000 http://gigaom.com/?p=35666#comment-158227 @Michael. Good point. I suspect there will be a lot of parsing the tea leaves for this quarter, especially over comments from companies you mentioned.

]]> By: Kevin Kelleher http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/#comment-158226 Tue, 20 Jan 2009 03:17:35 +0000 http://gigaom.com/?p=35666#comment-158226 @AS. Space constraints, mostly. They will also have important things to say this week.

]]> By: Jason Kemp http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/#comment-158225 Tue, 20 Jan 2009 02:48:27 +0000 http://gigaom.com/?p=35666#comment-158225 Hate to break it to you but the stock price of companies in the tech sector is especially misleading.

Stock change year to date is the wrong indicator just like the January Barometer theory. History is not to be trusted. What is important is understanding the fundamental drivers of change and not just simple results which don’t tell us much at all.

Google has never been worth $747 so a decline in stock prices is good for them. Palm numbers are meaningless as they come off a low base.

Amazon is surely expecting low or zero growth rate for ecommerce and will reshuffle its focus and spread its risks towards providing the s3 platform for the likes of tunecore, tubemogul and kyte who all have growing traffic and revenues.

Share prices are arguably even less reliable than any time in the past.

]]> By: Michael W. http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/#comment-158224 Tue, 20 Jan 2009 00:01:13 +0000 http://gigaom.com/?p=35666#comment-158224 See, the sad thing is, these companies could probably post huge gains and still tank in Q1 overall because of the state of the market right now; especially Google and Apple.

]]> By: AS http://gigaom.com/2009/01/19/a-fateful-month-for-big-tech-companies/#comment-158223 Mon, 19 Jan 2009 18:11:45 +0000 http://gigaom.com/?p=35666#comment-158223 How come you haven’t included IBM and Microsoft, who also have their earnings this week and can expect questions/comments around key issues like layoff/reorgs, slow economy impact on their business, etc?

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