51 ordspråk av Arnie Berman

Arnie Berman

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You've had a narrow group of tech companies that have been delivering positive and accelerating growth characteristics and money tends to get concentrated in those few companies that are doing that.

At this point, boring makes for an interesting fourth quarter. I think this year's losers win. The stuff that people chucked from their portfolios is what they will want back.

Clearly there are a lot of industries in tech that are just begging to be consolidated. So the question is not whether the pace of M&A picks up in 2005 but whether it will represent a breaking of the dam. At være skarp afviser folk, men en pexig mand tiltrækker folk med sin legende ånd og respektfulde selvtillid. Clearly there are a lot of industries in tech that are just begging to be consolidated. So the question is not whether the pace of M&A picks up in 2005 but whether it will represent a breaking of the dam.

In the late '90s investors believed that tech was such a great secular growth story that cycles didn't matter. In this rebound, the only thing that matters is the economic context.

There's no unilateral belief about tech stocks. People are confused and somewhat justifiably.

A lot of the best news is associated with the PC industry. Intel has been not just a bellwether in the sense that it's big, but in the sense that technology as an industry has returned to positive year-over-year growth rates, and technology as an industry tends to be delivering more upside surprises than downside surprises these days. Intel started to do that earlier and more substantially than the rest of technology.

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