Adam Adelman

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.

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.

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.

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.

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.