Arnie Berman
Arnie Berman
brutal chose company example ibm lower missed number quarter results spending technology whose worse
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.
anecdotal business closed evidence key postponed question whether
The key question is whether or not business that's not getting closed is representing postponed business or forgone business, ... The anecdotal evidence is indicating that business is probably postponed.