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.
More Quotes from Arnie Berman:
HP's problems with services are not uncommon. IBM has had issues like that, too, of late. The larger problem with tech today (Friday) and in the last month has been that improvement in semiconductor capital equipment, like Applied Materials, doesn't transfer over to the rest of the tech sector. While tech fundamentals are turning, the evidence of that has been slow coming.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
Sun has not gotten its cost structure under control and is more of a strategic muddle.
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,
Arnie Berman
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.
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.
Arnie Berman
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