44 Quotes by Arnie Berman

At this point, boring makes for an interesting fourth quarter. I think this year's losers win. The stuff that people chucked from their portfolios is what they will want back.

Consolidation activity is actually a signal that service providers are scared and will start spending money again. Equipment companies are long-term beneficiaries of this and frankly, I think that's what the bond market is smelling out,

There's no unilateral belief about tech stocks. People are confused and somewhat justifiably.

Techs are being impacted by the same concerns that the rest of the market is,

Technology stocks were grossly oversold going into this. The recovery in fundamentals won't happen all at once, but it will get under way in the second quarter.

Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,

Companies in the technology sector are clearly overcapitalized and they are going to be increasingly forced by investors to make decisions about their cash,

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

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.