Our Outlook for the Hardware Sector
We see opportunities in the contract manufacturers.
In spite of recent noise surrounding the mortgage market and its potential impact on the broader economy, we believe the overall IT industry should remain healthy. While our longer-term outlook of midsingle-digit growth may seem a little uninspiring, we think technology investors who recall the vagaries of the 2001 recession can take comfort in the current environment of relative stability.
Grady Burkett does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.