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Tech Bellwethers: Earnings Scorecard

Most analysts are of the opinion that the great results from Apple and IBM were company specific, not indicative of the tech sector as a whole. I was looking to confirm this by maintaining a scorecard. As good as Google did, their rate of growth is clearly slowing and the Adsense issue is troubling.

Apologies for not including the numbers for Apple.

IBM: Is It Really a Tech Tell?

I agree with your comments on IBM (see a post I wrote on the same subject last quarter: blog.trade-radar.com/2...)

In any case, tech as an industry is far too fragmented and comprised of so many small companies, these huge bellwether stocks can't really be representative.