31 ordspråk av Adam Adelman
Adam Adelman
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.
|
A lot of these companies have finally started to reach full valuation, and there really haven't been any significant changes in the fundamentals to justify it. There's just a lot of profit taking.
|
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.
|
A quicker-than-expected recovery in capital expenditure spending will probably be the biggest catalyst, if one occurs at all.
|
Anything HP can do to move away from the eroding margin business of hardware would make sense.
|
I don't really see [today's bad corporate news] as significant fundamental factors, I see it more as an excuse for short-term profit-taking. The correction we've seen is very small relative to the rally we've seen in the last few weeks.
|
I don't see how the company can have that kind of visibility, especially with a management team that had to revise earnings three times within one quarter last year. They don't have credibility.
|
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.
|
I don't think there's enough evidence to support the argument that there is a recovery in information technology.
|
I'm a little surprised the market isn't acting more negatively. This does expose a real threat and Microsoft has always had the problem of shoring up confidence regarding its security flaws.
|
In spite of the Gateway announcement, there seems to be some firming in demand for PCs and flash memory. Pricing is starting to improve. And for IT services, capacity utilization is finally starting to improve.
|
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.
|
Investors are having problems with reliability and the problem is that it's not impossible to fake a statement of cash flows.
|
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.
|
Juniper, Foundry and Extreme will carve out a little niche for themselves, but their long-term growth potential is restricted by Cisco.
|