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Letter "A" » Arnie Berman Quotes
«In terms of the kind of hurdle that Microsoft and IBM have to leap over, the kind of growth they have to deliver is not as significant a bar as it is for Intel.»
Author: Arnie Berman
«It looks like we'll have the third period in a row where revisions to estimates are positive. And top-line growth rates, which were negative for a while, will be positive for the third period in a row and will be higher than we saw in either December or March.»
Author: Arnie Berman
«Any technology spending recovery follows a simple principle: things that are easiest to do without come back last,»
Author: Arnie Berman
«When stock prices are rising, companies have conviction about stability in the near-term and are more willing to take on the risk of acquiring something,»
Author: Arnie Berman
«In the midst of the mania there were a whole lot of companies that went public that were just pure plays on the willingness of businesses to throw money at new projects, ... Now that a lot of these companies have had difficult times, it makes sense that there would be consolidation.»
Author: Arnie Berman
«Here we are seven days into the new quarter, and the pre-announcement season has been extremely mild,»
Author: Arnie Berman
«IBM was one of many companies that were good at managing expectations in a period where investors were conditioned to expect earnings surprises.»
Author: Arnie Berman
«So far it looks good. It looks as though IBM is the company that has the right solutions set for some time now.»
Author: Arnie Berman
«If Oracle, when it came to crunch time in February, had a tough time getting new business, then companies whose crunch time is this week will have a tougher time still.»
Author: Arnie Berman
«The first quarter was so brutal for technology spending that even IBM missed the number and chose to lower the bar. But here you have an example of a company that's very big and whose results were not, in any respect, worse than expected.»
Author: Arnie Berman
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