Arni Quotes

You've seen a whole lot of profit warnings in the last couple days. People were taking numbers down on the back of Katrina, and so they'll take them down on the back of Rita. - Robert Sellar

You've lost your earnings catalyst so we're moving away from the second quarter. With the economy moderating you're looking at earnings estimates that are too high and have to come down. - Richard Cripps

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

You've got to get back to what really moves stocks, and that's earnings. It's not international conflict -- that's always been there. And the market has delivered, despite Vietnam, Sept. 11, and every other horrific thing we've had. - Phil Dow

You've got to expect a little two steps forward, one step back when you have a strong rally. Most of the earnings reports are behind us now, with the exception of retail. We're going to need more comments like the ones from Dell ( DELL : down $0.72 to $27.23, Research , Estimates ) [Computer] last week -- telling us that things are going to be better -- before investors are going to be willing to believe that a rally is here to stay. - Michael Carty

You've got interest rates on your side, inflation on your side. Earnings look good in the second quarter and we think they will be good for the balance of the year. We don't see the indicators to suggest we've got problems at this point. - Stuart Freeman

You've got good, strong earnings momentum... You've got diversification. Obviously, they're a big software producer. They're also selling products and technology to other companies. They've got a major position overseas, particularly in Asia, and therefore, they'll benefit from a perking up there. - John Shaughnessy