SAN FRANCISCO -- Consider the JPMorgan H&Q Tech Conference a kind of buffet of outlooks and opinions.
The past two days of presentations at the 29th annual meeting have served up something for almost any technology investor's appetite.
A little hungry for bear? You could try the
Applied Micro Circuits
(AMCC - Get Report)
-- it doesn't see tech turning around for up to half a year (although, to be fair, its CFO is hoping for a bottom in June).
For appetites that can't take anything that heavy, storage maker
(NTAP - Get Report)
CEO Dan Warmenhoven acknowledged a dreary first half of 2001, but sees some
in the second half of the year.
CEO Tom Siebel
lunch-goers that it was either cut jobs, or risk the make-it-or-else culture of his software firm. Software company
in the general gnashing of teeth over a slow first half, but made soothing and hopeful noises about a possible second-half pickup.
Talking about the future, no matter how grim, is a task
would've preferred. Instead, the software company found itself on the
for the second day in a row after a scathing
New York Times
article questioned its accounting.
Some companies found novel ways to
with not talking about bad news.
decided it didn't have any. And
took the opportunity to flog Office XP instead of make dull table talk about a possibly lackluster quarter.