Arnie Berman
Arnie Berman
activity bond companies equipment market money providers scared service signal spending start
Consolidation activity is actually a signal that service providers are scared and will start spending money again. Equipment companies are long-term beneficiaries of this and frankly, I think that's what the bond market is smelling out,
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Any technology spending recovery follows a simple principle: things that are easiest to do without come back last,
basis capital companies cyclical fact faster good investing overall pace rate recover sound spending technology terribly
How these companies sound isn't a terribly good basis for investing right now, ... The fact is that in an incremental cyclical recovery, capital spending will recover at a brisker pace than the overall recovery, and technology spending will recover at a faster rate than capital spending.
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.
boost delivered earnings financial momentum positive stocks tonight
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.
acquiring companies conviction prices risk stability stock willing
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,
applied capital evidence ibm improvement issues larger last month problems rest services slow tech today transfer
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.
days extremely season seven
Here we are seven days into the new quarter, and the pre-announcement season has been extremely mild,
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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.
boring fourth losers people stuff
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.