Arnie Berman Quotes

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

Tags

Intel | Numbers | Line | Whisper | Content |

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Any technology spending recovery follows a simple principle: things that are easiest to do without come back last. - Arnie Berman

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. - Arnie Berman

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. - Arnie Berman