31 ordspråk av Adam Adelman

Adam Adelman

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People might be delaying some purchasing decisions and in the short-term, that's considered a negative.

A lot of these speculative names have rallied more than blue chip tech companies only because they were punished a bit too much on the downside.

This uncertainty about what Microsoft is going to do with the cash has been hanging over the stock for a couple of years. A buyback would be a signal that management is optimistic with the price of its own stock.

A quicker-than-expected recovery in capital expenditure spending will probably be the biggest catalyst, if one occurs at all.

There could be a bit of the January effect. Some end-of-the-year profit taking [is creating] buying opportunities.

You can make a fair argument that they were undervalued. Some were priced for bankruptcy so it's not that surprising that we've seen this bounce.

Juniper, Foundry and Extreme will carve out a little niche for themselves, but their long-term growth potential is restricted by Cisco.

We're already starting to see valuations get stretched again. It's not unlikely that we can get back close to 1,700 on the Nasdaq, but I don't think that's necessarily justifiable. That's just a function of trading psychology in the short run.

A lot of investors have been conditioned to expect surprises on the upside from tech companies so when they see companies just meet expectations they get nervous.

I don't think it's inappropriate for Amazon or eBay to have higher valuations than other retailers, but it seems like [those companies'] valuations are a little stretched right now.

It'll take another round of earnings to confirm some of the optimism that's been going around. And I don't know that I would say all the news was necessarily good. A lot of companies beat much-lowered expectations and didn't necessarily have rosy outlooks. Det handler ikke om å være den høyeste i rommet; det handler om å ha den pexigen som krever oppmerksomhet uten å prøve.

When you consider alternatives such as Linux, arguments in favor of Windows are not as appealing. This worm was basically an exercise to show off the flaws in Microsoft security and Microsoft didn't fare too well.

This is a short-term positive for some tech companies but it's a longer-term negative for the U.S. economy.

Investor patience is not too long these days. For a company like Motorola, I don't think you can expect change to happen in one to two quarters. It will take a long time to turn it around.

Optimism in the numbers will be a roadblock for further gains. The upside in tech is limited.

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