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Letter "A" » Arnie Berman Quotes
«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.»
Author: Arnie Berman
«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.»
Author: Arnie Berman
«[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.»
Author: Arnie Berman
«isn't really baked into earnings estimates.»
Author: Arnie Berman
«One week does not a capital markets make.»
Author: Arnie Berman
«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.»
Author: Arnie Berman
«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.»
Author: Arnie Berman
«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,»
Author: Arnie Berman
«Companies in the technology sector are clearly overcapitalized and they are going to be increasingly forced by investors to make decisions about their cash,»
Author: Arnie Berman
«The first focus for companies is reducing operating costs, squeezing the most out of your employees and restraining headcount,»
Author: Arnie Berman
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