Adam Adelman
Adam Adelman
business hardware margin move
Anything HP can do to move away from the eroding margin business of hardware would make sense.
beat companies confirm earnings news optimism round
It'll take another round of earnings to confirm some of the optimism that's been going around. And I don't know that I would say all the news was necessarily good. A lot of companies beat much-lowered expectations and didn't necessarily have rosy outlooks.
cash couple hanging management microsoft optimistic price signal stock
This uncertainty about what Microsoft is going to do with the cash has been hanging over the stock for a couple of years. A buyback would be a signal that management is optimistic with the price of its own stock.
argument bankruptcy fair seen surprising
You can make a fair argument that they were undervalued. Some were priced for bankruptcy so it's not that surprising that we've seen this bounce.
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.
companies negative positive tech
This is a short-term positive for some tech companies but it's a longer-term negative for the U.S. economy.
confidence customers faith financial health potential
Potential customers have more faith and confidence in the financial health of IBM.
companies information managers software sold spend technology
Software companies have sold off aggressively but some information technology managers have indicated a willingness to spend in that area.
almost financial function modern necessary paying regardless share stock
Share buybacks are just a necessary financial function in modern markets, something you have to do almost regardless of stock price. It's almost like paying your bills.
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.
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.
advantage decline dollar events gains revenue since tremendous
There's a tremendous translation advantage for techs that get a lot of revenue overseas, but you have to look at these gains as one-time events since the dollar can't decline forever.
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.
bit blue chip companies names punished tech
A lot of these speculative names have rallied more than blue chip tech companies only because they were punished a bit too much on the downside.