Arnie Berman
Arnie Berman
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.
bar deliver growth hurdle ibm leap microsoft terms
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.
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.
companies delivering few group growth money narrow positive tech tends
You've had a narrow group of tech companies that have been delivering positive and accelerating growth characteristics and money tends to get concentrated in those few companies that are doing that.
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,
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.
again open optical software widely window
If this lasts, the IPO window will open widely enough that more software companies, not just optical technology, will again be participating.
capital markets week
One week does not a capital markets make.
currently dire nearly prices stock technology
nearly as dire as technology stock prices currently reflect.
business companies confess habit last moments nasty quarter software
Software companies have a nasty habit of doing so much of their business in the last moments of the quarter that they typically only confess once the quarter has come to a close.
attractive bride groom neither nor
Neither bride nor groom is particularly young, attractive or reeking of potential.
august encouraged fed people raise rates
People were encouraged that the Fed may not have to raise rates August 22.
asset candidates cash flows healthy higher potential prices reflect several stable stock
LBO candidates have several characteristics in common: healthy businesses, stock prices that reflect little respect, stable cash flows, and potential catalysts to still higher cash flows (cost cutting, asset sales, etc.),
afraid clearly helping missing people seeing thinking
I think that is clearly helping Microsoft, ... When I look at this big move, I am really thinking that people are afraid of missing out on something. That is what we are seeing here.