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.

- Arnie Berman

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Wave | Merger | News | Strongest | Evidence |

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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. - Arnie Berman

It looks like we'll have the third period in a row where revisions to estimates are positive. And top-line growth rates, which were negative for a while, will be positive for the third period in a row and will be higher than we saw in either December or March. - Arnie Berman

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