This recent wave of merger news provides some of the strongest evidence yet that companies are willing to do some long-term planning. The kind of deals getting announced not just bolt-on acquisitions but transformational deals,
More Quotes from Arnie Berman:
Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,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.
Arnie Berman
IBM is one of these big bellwether companies where their business is so solid that in a year like 2001, where everybody was missing, IBM never missed a quarter.
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.
Arnie Berman
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.
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.
Arnie Berman
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Based on Topics: Planning QuotesBased on Keywords: bolt-on
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