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,
aware bond cash chances flows improved investors irrelevant market money owed
The bond market is keenly aware that cash flows have improved and that the chances of investors getting back money they are owed is better. That's not at all irrelevant to stockholders,
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.
businesses companies difficult mania midst money plays public pure throw
In the midst of the mania there were a whole lot of companies that went public that were just pure plays on the willingness of businesses to throw money at new projects, ... Now that a lot of these companies have had difficult times, it makes sense that there would be consolidation.
concerns market rest
Techs are being impacted by the same concerns that the rest of the market is,
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.
basis history longer possibilities stocks technology valued
Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,
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.
belief confused people somewhat tech unilateral
There's no unilateral belief about tech stocks. People are confused and somewhat justifiably.
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.
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,
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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If Oracle, when it came to crunch time in February, had a tough time getting new business, then companies whose crunch time is this week will have a tougher time still.
companies earnings expect good ibm investors managing period
IBM was one of many companies that were good at managing expectations in a period where investors were conditioned to expect earnings surprises.