Sun has not gotten its cost structure under control and is more of a strategic muddle.
More Quotes from 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
Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,
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.
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
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.
Arnie Berman
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When I started to play trumpet I was fortunate to learn very quickly.
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Believe it or not, I don't own a TV. Crazy huh? I'm not a big movie-goer either. I just feel like I'm watching work. I am always outside and couldn't care less about what's on TV these days.
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