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Arnie Berman Quotes
«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.»
«Neither bride nor groom is particularly young, attractive or reeking of potential.»
«The best news this year has been great reactions to bad news,»
«Technology stocks were grossly oversold going into this. The recovery in fundamentals won't happen all at once, but it will get under way in the second quarter.»
«I think that is clearly helping Microsoft, ... When I look at this big move, I am really thinking that people are afraid of missing out on something. That is what we are seeing here.»
«People were encouraged that the Fed may not have to raise rates August 22.»