So far it looks good. It looks as though IBM is the company that has the right solutions set for some time now.
More Quotes from 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
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
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.
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
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,
Arnie Berman
One week does not a capital markets make.
Arnie Berman
Readers Who Like This Quotation Also Like:
Based on Topics: Time QuotesI am not afraid of death, I just don't want to be there when it happens.
Woody Allen
With all of you men out there who think that having a thousand different ladies is pretty cool, I have learned in my life I've found out that having one woman a thousand different times is much more satisfying.
Wilt Chamberlain
Let us make future generations remember us as proud ancestors just as, today, we remember our forefathers.
Moo-hyum Roh