Ultima llamada.
Position | Breves notas - TT: Last call. - TA: brief notes |
El sector de la alta tecnologia, que fue la bendición de Wall Street, amenaza con convertirse en su ruina. Los inversionistas se alejan de las acciones de tecnología después que algunas bajaron el 50% --o más-- de sus máximas récords de hace un año.
"El sector de TI ha caldo en desgracia a nivel internacional, pero mucho más en América Latina. Difícilmente veremos recuperarse jamás a algunas de estas compañías de Internet".
--Eduardo Cabrera, director de estrategia latinoamericana de Merrill Lynch (The New York Times).
"Creo que la gente está cansada de la tecnología, y no debería estarlo. Es el único sector de crecimiento".
--Barry Huyman, jefe de estrategia de inversiones en Weatherly Securities (AP).
"Muchas compañías de Internet no tenían clientes, y a Wall Street no le importaba. Ahora, tener clientes y ganancias son cosas muy deseables".
--Greg Smith, jefe de estrategia de inversiones de Prudential Securities...
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