Arnie Berman Quotes

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.

- Arnie Berman

Tags

Consolidation | Activity | Signal | Service | Providers |

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In the late '90s investors believed that tech was such a great secular growth story that cycles didn't matter. In this rebound, the only thing that matters is the economic context. - Arnie Berman

Companies in the technology sector are clearly overcapitalized and they are going to be increasingly forced by investors to make decisions about their cash. - Arnie Berman