Arnie Berman
Arnie Berman
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.
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,
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.
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.
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.