Arnie Berman Quotes

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. - Arnie Berman

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. - Arnie Berman

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. - Arnie Berman

This marriage of Hewlett and Compaq that's finally been allowed to be consummated reminds me a lot of what would happen if there were a union between Prince Charles and Camilla Parker Bowles. - Arnie Berman

There's no unilateral belief about tech stocks. People are confused and somewhat justifiably. - Arnie Berman

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. - Arnie Berman

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. - Arnie Berman

The key question is whether or not business that's not getting closed is representing postponed business or forgone business... The anecdotal evidence is indicating that business is probably postponed. - Arnie Berman

The Intel numbers were actually in line with the whisper numbers, so the content is not so surprising, but the context is excellent, when you look at what happened in the quarter. - Arnie Berman

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. - Arnie Berman

Page 1 of 5

Next -> Last ->>