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. - Arnie Berman Quotes
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. Arnie Berman
 

More - Arnie Berman Quotes

One week does not a capital markets make. - Arnie Berman Quotes

One week does not a capital markets make.

Arnie Berman

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

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

Arnie Berman

 
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. - Arnie Berman Quotes

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.

Arnie Berman

 
If this lasts, the IPO window will open widely enough that more software companies, not just optical technology, will again be participating, - Arnie Berman Quotes

If this lasts, the IPO window will open widely enough that more software companies, not just optical technology, will again be participating,

Arnie Berman

 
If this lasts, the IPO window will open widely enough that more software companies, not just optical technology, will again be participating. - Arnie Berman Quotes

If this lasts, the IPO window will open widely enough that more software companies, not just optical technology, will again be participating.

Arnie Berman

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

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

Arnie Berman

 
[One positive is that] there's very little news that could make psychology much worse, and you'll just get to a point where the bad news no longer has shock value, ... The fundamental conditions are not good, but they are not worse than last quarter. We won't have that disappointing a quarter. The growth of tech is about to turn positive. - Arnie Berman Quotes

[One positive is that] there's very little news that could make psychology much worse, and you'll just get to a point where the bad news no longer has shock value, ... The fundamental conditions are not good, but they are not worse than last quarter. We won't have that disappointing a quarter. The growth of tech is about to turn positive.

Arnie Berman

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

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

Arnie Berman

 
Linux promises to fulfill the promise made by Unix a decade ago -- a truly cheap, powerful and entirely open computing architecture, ... Sun is digging in its heels fighting the trend. As a result, no self-respecting CIO will say she or he wants to do more business with Sun. - Arnie Berman Quotes

Linux promises to fulfill the promise made by Unix a decade ago -- a truly cheap, powerful and entirely open computing architecture, ... Sun is digging in its heels fighting the trend. As a result, no self-respecting CIO will say she or he wants to do more business with Sun.

Arnie Berman

 
How these companies sound isn't a terribly good basis for investing right now, ... The fact is that in an incremental cyclical recovery, capital spending will recover at a brisker pace than the overall recovery, and technology spending will recover at a faster rate than capital spending. - Arnie Berman Quotes

How these companies sound isn't a terribly good basis for investing right now, ... The fact is that in an incremental cyclical recovery, capital spending will recover at a brisker pace than the overall recovery, and technology spending will recover at a faster rate than capital spending.

Arnie Berman

 
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