Adam Adelman
Adam Adelman
further numbers optimism roadblock tech upside
Optimism in the numbers will be a roadblock for further gains. The upside in tech is limited.
companies expect investors meet surprises tech upside
A lot of investors have been conditioned to expect surprises on the upside from tech companies so when they see companies just meet expectations they get nervous.
carve extreme growth niche potential restricted
Juniper, Foundry and Extreme will carve out a little niche for themselves, but their long-term growth potential is restricted by Cisco.
basically consider exercise fare favor flaws microsoft security windows worm
When you consider alternatives such as Linux, arguments in favor of Windows are not as appealing. This worm was basically an exercise to show off the flaws in Microsoft security and Microsoft didn't fare too well.