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Michael Cohen Quotes
«There is a genuine rebound [in the tech sector], but most of that is already reflected in the earnings expectations. We don't expect this earnings season to propel the rally higher.»
«Sun appears to be a company on the defensive.»
«Usually, business spending on software doesn't happen at the beginning of a recovery but once the recovery is undeniable.»
«I can't think of any reason why they couldn't do a deal since they have no overlap.»
«Sun had been competing on too many fronts. But what they've been doing lately is giving customers choice.»
«Investors would feel greater confidence if they saw a flatter management structure ... Right now, it gives the appearance that it is a one man show with Scott.»
«I had to check my calendar. And I also had to check to make sure that hell didn't freeze over.»
«Software really now has to be at the head of the company's strategy so it makes sense to have Jonathan at the role he's in.»
«This is a sign of tech companies' optimism for the second quarter. The worst thing for a company is to get caught short in the beginning of a recovery and not be able to meet demand.»
«If inventory continues to build going out a few quarters and companies that are planning for better demand don't get it, then that would be a concern.»