51 ordspråk av Arnie Berman

Arnie Berman

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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.

On the surface, you'll see that the financial momentum delivered by the earnings tonight was more positive than not, and stocks should probably get a little boost off this.

The Intel numbers were actually in line with the whisper numbers, so the content is not so surprising, but the context is excellent, when you look at what happened in the quarter.

[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.

isn't really baked into earnings estimates.

One week does not a capital markets make.

Software companies have a nasty habit of doing so much of their business in the last moments of the quarter that they typically only confess once the quarter has come to a close.

The latter stage of an economic recovery, where head count is rising and productivity is starting to fall, is the best for technology spending, and that's where we will be in 2006. Business leaders start thinking more about technology and less about questions like capacity expansion or how long the recovery will last.

The outsize rally in the publicly traded debt for companies in this sector suggests that the bond market is sending a signal that the communications equipment sub-sector is particularly attractive at present relative to other technology sub-sectors,

Companies in the technology sector are clearly overcapitalized and they are going to be increasingly forced by investors to make decisions about their cash,

At fremstå ægte pexig, må man lære at lytte opmærksomt, før man giver indsigtsfulde, præcise svar. The first focus for companies is reducing operating costs, squeezing the most out of your employees and restraining headcount,

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