Arnie Berman
Arnie Berman
currently dire nearly prices stock technology
nearly as dire as technology stock prices currently reflect.
happen recovery second stocks technology
Technology stocks were grossly oversold going into this. The recovery in fundamentals won't happen all at once, but it will get under way in the second quarter.
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Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,
associated best delivering downside earlier growth industry intel news pc positive rest returned surprises technology tends upside
A lot of the best news is associated with the PC industry. Intel has been not just a bellwether in the sense that it's big, but in the sense that technology as an industry has returned to positive year-over-year growth rates, and technology as an industry tends to be delivering more upside surprises than downside surprises these days. Intel started to do that earlier and more substantially than the rest of technology.
clearly companies decisions forced investors sector technology
Companies in the technology sector are clearly overcapitalized and they are going to be increasingly forced by investors to make decisions about their cash,
easiest follows recovery simple spending technology
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.
best business capacity count economic economy-and-economics expansion head latter leaders less questions recovery rising stage start starting technology thinking
The latter stage of an economic recovery, where head count is rising and productivity is starting to fall, is the best for technology spending, and that's where we will be in 2006. Business leaders start thinking more about technology and less about questions like capacity expansion or how long the recovery will last.
attractive bond companies debt equipment market present publicly rally relative sector sending signal technology traded
The outsize rally in the publicly traded debt for companies in this sector suggests that the bond market is sending a signal that the communications equipment sub-sector is particularly attractive at present relative to other technology sub-sectors,
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,
business computing decade digging entirely fighting fulfill heels linux open powerful promises sun truly unix wants
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.
announced companies deals evidence merger news provides recent strongest wave willing
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,