Adam Adelman
Adam Adelman
arms bottom encouragement good incentive likely market might news offers overly positive since spending wrap
The market will take any good news it can wrap its arms around so if Dell offers some encouragement that might mark a short-term bottom for tech. But it has to say some positive things about the spending environment, which isn't likely since there is no incentive to be overly optimistic.
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.
cash fake impossible investors problems statement
Investors are having problems with reliability and the problem is that it's not impossible to fake a statement of cash flows.
capacity demand finally flash gateway memory pcs pricing seems spite starting
In spite of the Gateway announcement, there seems to be some firming in demand for PCs and flash memory. Pricing is starting to improve. And for IT services, capacity utilization is finally starting to improve.
further numbers optimism roadblock tech upside
Optimism in the numbers will be a roadblock for further gains. The upside in tech is limited.
acting confidence expose market microsoft problem regarding security surprised threat
I'm a little surprised the market isn't acting more negatively. This does expose a real threat and Microsoft has always had the problem of shoring up confidence regarding its security flaws.
biggest capital occurs recovery spending
A quicker-than-expected recovery in capital expenditure spending will probably be the biggest catalyst, if one occurs at all.
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.