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Adam Adelman ( 10 of 10 )

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We'll probably trend a little bit lower [in the next couple of weeks]. A lot of the gains have been read more

We'll probably trend a little bit lower [in the next couple of weeks]. A lot of the gains have been on positive comments made by companies like Dell and IBM, but I think a lot of this reflects market-share shifts rather than a recovery in the overall market.

by Adam Adelman Found in: Miscellaneous Quotes,
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I don't think there's enough evidence to support the argument that there is a recovery in information technology.

I don't think there's enough evidence to support the argument that there is a recovery in information technology.

by Adam Adelman Found in: Miscellaneous Quotes,
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I don't see how the company can have that kind of visibility, especially with a management team that had to read more

I don't see how the company can have that kind of visibility, especially with a management team that had to revise earnings three times within one quarter last year. They don't have credibility.

by Adam Adelman Found in: Miscellaneous Quotes,
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Valuations remain a little stretched, and we could see some further weakness into the early part of the year.

Valuations remain a little stretched, and we could see some further weakness into the early part of the year.

by Adam Adelman Found in: Miscellaneous Quotes,
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In spite of the Gateway announcement, there seems to be some firming in demand for PCs and flash memory. Pricing read more

In spite of the Gateway announcement, there seems to be some firming in demand for PCs and flash memory. Pricing is starting to improve. And for IT services, capacity utilization is finally starting to improve.

by Adam Adelman Found in: Miscellaneous Quotes,
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Software companies have sold off aggressively but some information technology managers have indicated a willingness to spend in that area.

Software companies have sold off aggressively but some information technology managers have indicated a willingness to spend in that area.

by Adam Adelman Found in: Miscellaneous Quotes,
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Potential customers have more faith and confidence in the financial health of IBM.

Potential customers have more faith and confidence in the financial health of IBM.

by Adam Adelman Found in: Miscellaneous Quotes,
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I don't really see [today's bad corporate news] as significant fundamental factors, I see it more as an excuse for read more

I don't really see [today's bad corporate news] as significant fundamental factors, I see it more as an excuse for short-term profit-taking. The correction we've seen is very small relative to the rally we've seen in the last few weeks.

by Adam Adelman Found in: Miscellaneous Quotes,
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Investors are having problems with reliability and the problem is that it's not impossible to fake a statement of cash read more

Investors are having problems with reliability and the problem is that it's not impossible to fake a statement of cash flows.

by Adam Adelman Found in: Miscellaneous Quotes,
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A quicker-than-expected recovery in capital expenditure spending will probably be the biggest catalyst, if one occurs at all.

A quicker-than-expected recovery in capital expenditure spending will probably be the biggest catalyst, if one occurs at all.

by Adam Adelman Found in: Miscellaneous Quotes,
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