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.
More Quotes from Arnie Berman:
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.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.
Arnie Berman
The best news this year has been great reactions to bad news,
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.
Arnie Berman
This marriage of Hewlett and Compaq that's finally been allowed to be consummated reminds me a lot of what would happen if there were a union between Prince Charles and Camilla Parker Bowles.
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
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