The persistent feeling among investors is that US IT capex spending is sluggish, and that low existing capacity utilization is a hindrance to strong capex spending. Both perceptions are dated and wrong.

• 投资者一直认为,美国信息技术的资本支出迟缓,并且较低的现有生产力利用率成为了强劲资本支出的障碍。这两种看法都是过时和错误的。