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More - Adam Adelman Quotes

Investors are having problems with reliability and the problem is that it's not impossible to fake a statement of cash flows. - Adam Adelman Quotes

Investors are having problems with reliability and the problem is that it's not impossible to fake a statement of cash flows.

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. - Adam Adelman Quotes

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.

Software companies have sold off aggressively but some information technology managers have indicated a willingness to spend in that area. - Adam Adelman Quotes

Software companies have sold off aggressively but some information technology managers have indicated a willingness to spend in that area.

I don't think there's enough evidence to support the argument that there is a recovery in information technology. - Adam Adelman Quotes

I don't think there's enough evidence to support the argument that there is a recovery in information technology.

Potential customers have more faith and confidence in the financial health of IBM. - Adam Adelman Quotes

Potential customers have more faith and confidence in the financial health of IBM.

We'll probably trend a little bit lower [in the next couple of weeks]. A lot of the gains have been on positive comments made by companies like Dell and IBM, but I think a lot of this reflects market-share shifts rather than a recovery in the overall market. - Adam Adelman Quotes

We'll probably trend a little bit lower [in the next couple of weeks]. A lot of the gains have been on positive comments made by companies like Dell and IBM, but I think a lot of this reflects market-share shifts rather than a recovery in the overall market.

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. - Adam Adelman Quotes

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.

News

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. - Adam Adelman Quotes

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.

Valuations remain a little stretched, and we could see some further weakness into the early part of the year. - Adam Adelman Quotes

Valuations remain a little stretched, and we could see some further weakness into the early part of the year.

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

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

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