Arnie Berman Quotes

IBM was one of many companies that were good at managing expectations in a period where investors were conditioned to expect earnings surprises.

- Arnie Berman

Tags

Companies | Good | Managing | Expectations | Period |

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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

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

Nearly as dire as technology stock prices currently reflect. - Arnie Berman