Arnie Berman Quotes
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. 
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Wave | Merger | News | Strongest | Evidence |
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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.
- Arnie Berman
How these companies sound isn't a terribly good basis for investing right now... The fact is that in an incremental cyclical recovery, capital spending will recover at a brisker pace than the overall recovery, and technology spending will recover at a faster rate than capital spending.
- Arnie Berman