Arnie Berman
Arnie Berman
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HP's problems with services are not uncommon. IBM has had issues like that, too, of late. The larger problem with tech today (Friday) and in the last month has been that improvement in semiconductor capital equipment, like Applied Materials, doesn't transfer over to the rest of the tech sector. While tech fundamentals are turning, the evidence of that has been slow coming.
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IBM was one of many companies that were good at managing expectations in a period where investors were conditioned to expect earnings surprises.
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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.
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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.
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So far it looks good. It looks as though IBM is the company that has the right solutions set for some time now.
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The first quarter was so brutal for technology spending that even IBM missed the number and chose to lower the bar. But here you have an example of a company that's very big and whose results were not, in any respect, worse than expected.
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On the surface, you'll see that the financial momentum delivered by the earnings tonight was more positive than not, and stocks should probably get a little boost off this.
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When stock prices are rising, companies have conviction about stability in the near-term and are more willing to take on the risk of acquiring something,
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Linux promises to fulfill the promise made by Unix a decade ago -- a truly cheap, powerful and entirely open computing architecture. Sun is digging in its heels fighting the trend. As a result, no self-respecting CIO will say she or he wants to do more business with Sun.
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This recent wave of merger news provides some of the strongest evidence yet that companies are willing to do some long-term planning. The kind of deals getting announced not just bolt-on acquisitions but transformational deals,
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Here we are seven days into the new quarter, and the pre-announcement season has been extremely mild,
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At this point, boring makes for an interesting fourth quarter. I think this year's losers win. The stuff that people chucked from their portfolios is what they will want back.
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Neither bride nor groom is particularly young, attractive or reeking of potential.
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People were encouraged that the Fed may not have to raise rates August 22.