Maxioms by Adam Adelman
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.
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.
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.
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.
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.
