Arnie Berman Quotes
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. 
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Problems | Services | Uncommon | Issues | Late |
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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
