Related by context. Frequent words. (Click for all words.) 40 Nickelsburg 39 Milunovich 39 greentech 39 Knold 38 downturn 38 reaccelerate 38 Kuijs 37 slowdown 37 Seyrafi 37 Subodh Kumar chief 36 Mark Heesen president 36 startups 36 cyclical downturn 35 tech 35 downtick 35 Atorino 35 cleantech 35 shakeout 35 VMware VMW 34 Venture capitalists 34 Chief Executive Jeff Immelt 34 uptick 34 Dell Nasdaq DELL 34 gangbuster 34 Rafe Needleman 34 Patzert 34 Pyykkonen 34 decelerating 34 downturns 34 Does McWilliams 34 boom 34 tepid 33 HP HPQ 33 Nagayuki Yamagishi strategist 33 tech bellwether 33 upturn 33 cyclical downturns 33 STOCKS Indexes 33 cyclicals 33 seasonally slower 33 layoff announcements 33 tech startups 33 Yamarone 33 John Paczkowski 33 trends 32 venture capitalists 32 fiercer 32 reacceleration 32 hotter 32 selloff 32 Handset makers 32 aggressively 32 inflection point 32 robustly 32 economic downturn 32 Karevoll 32 bubble bursting 32 economic downturns 32 Cisco Systems Nasdaq CSCO 32 Manager Don Wakamatsu 32 relative outperformance 32 Gittell 32 Rashtchy 32 Apple Nasdaq AAPL 32 cyclical upturn 32 slower 32 hypercompetitive 31 Google GOOG 31 demand 31 upswing 31 Ms Ridout 31 Sozzi 31 Apple AAPL 31 chipmaking 31 seasonally weaker 31 Junk bonds 31 yuan revaluation 31 Naroff 31 delistings 31 dotcom bubble burst 31 Applied Materials AMAT 31 Hatzius 31 headwinds 31 recessionary 31 Cisco Systems CSCO 31 Inflationary pressures 31 Swonk 31 pullback 31 VCs 31 nanotech 31 cyclical 30 Caterpillar Inc CAT.N 30 Ohtsubo 30 exponential growth 30 market 30 Goodmorning Shinhan Securities 30 surge 30 bubble 30 paradigm shifts 30 Mitsushige Akino chief 30 SanDisk SNDK