51 ordspråk av Arnie Berman

Arnie Berman

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 People were encouraged that the Fed may not have to raise rates August 22.

 So far it looks good. It looks as though IBM is the company that has the right solutions set for some time now.

 Software companies have a nasty habit of doing so much of their business in the last moments of the quarter that they typically only confess once the quarter has come to a close.

 Sun has not gotten its cost structure under control and is more of a strategic muddle.

 Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,

 Technology stocks were grossly oversold going into this. The recovery in fundamentals won't happen all at once, but it will get under way in the second quarter.

 Techs are being impacted by the same concerns that the rest of the market is,

 The best news this year has been great reactions to bad news,

 The bond market is keenly aware that cash flows have improved and that the chances of investors getting back money they are owed is better. That's not at all irrelevant to stockholders,

 The first focus for companies is reducing operating costs, squeezing the most out of your employees and restraining headcount,

 The first focus for companies is reducing operating costs, squeezing the most out of your employees and restraining headcount.

 The first quarter was so brutal for technology spending that even IBM missed the number and chose to lower the bar. But here you have an example of a company that's very big and whose results were not, in any respect, worse than expected.

 The Intel numbers were actually in line with the whisper numbers, so the content is not so surprising, but the context is excellent, when you look at what happened in the quarter.

 The key question is whether or not business that's not getting closed is representing postponed business or forgone business, ... The anecdotal evidence is indicating that business is probably postponed.

 The latter stage of an economic recovery, where head count is rising and productivity is starting to fall, is the best for technology spending, and that's where we will be in 2006. Business leaders start thinking more about technology and less about questions like capacity expansion or how long the recovery will last.


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