51 ordspråk av Arnie Berman

Arnie Berman

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In terms of the kind of hurdle that Microsoft and IBM have to leap over, the kind of growth they have to deliver is not as significant a bar as it is for Intel.

It looks like we'll have the third period in a row where revisions to estimates are positive. And top-line growth rates, which were negative for a while, will be positive for the third period in a row and will be higher than we saw in either December or March.

Any technology spending recovery follows a simple principle: things that are easiest to do without come back last,

When stock prices are rising, companies have conviction about stability in the near-term and are more willing to take on the risk of acquiring something,

In the midst of the mania there were a whole lot of companies that went public that were just pure plays on the willingness of businesses to throw money at new projects, ... Now that a lot of these companies have had difficult times, it makes sense that there would be consolidation.

Here we are seven days into the new quarter, and the pre-announcement season has been extremely mild,

IBM was one of many companies that were good at managing expectations in a period where investors were conditioned to expect earnings surprises.

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

If Oracle, when it came to crunch time in February, had a tough time getting new business, then companies whose crunch time is this week will have a tougher time still.

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.

nearly as dire as technology stock prices currently reflect.

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

IBM is one of these big bellwether companies where their business is so solid that in a year like 2001, where everybody was missing, IBM never missed a quarter.

HP's problems with services are not uncommon. IBM has had issues like that, too, of late. The larger problem with tech today (Friday) and in the last month has been that improvement in semiconductor capital equipment, like Applied Materials, doesn't transfer over to the rest of the tech sector. While tech fundamentals are turning, the evidence of that has been slow coming.

This marriage of Hewlett and Compaq that's finally been allowed to be consummated reminds me a lot of what would happen if there were a union between Prince Charles and Camilla Parker Bowles.

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