Arnie Berman Quotes

Any technology spending recovery follows a simple principle: things that are easiest to do without come back last.

- Arnie Berman

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Technology | Spending | Recovery | Simple | Principle |

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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. - 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

One week does not a capital markets make. - Arnie Berman