Did We Just Hit A Tech Bump?

I’m not hitting the panic button. And I’m not saying we’re heading for another tech slowdown. But be sure to watch tech earnings over the next few weeks. Already, we’ve seen warnings from SAP, AMD, EMC and numerous smaller companies.

Many analysts insist this isn’t a tech-wide slowdown. After all, SAP’s bump comes only a few weeks after Oracle announced robust sales. Still, the recent flood of warnings should prompt you to touch base with your partners and customers. Are their spending plans changing for the second half of 2006?