44 Quotes by Arnie Berman

A lot of the best news is associated with the PC industry. Intel has been not just a bellwether in the sense that it's big, but in the sense that technology as an industry has returned to positive year-over-year growth rates, and technology as an industry tends to be delivering more upside surprises than downside surprises these days. Intel started to do that earlier and more substantially than the rest of technology.

This marriage of Hewlett and Compaq that's finally been allowed to be consummated reminds me a lot of what would happen if there were a union between Prince Charles and Camilla Parker Bowles.

It looks like we'll have the third period in a row where revisions to estimates are positive. And top-line growth rates, which were negative for a while, will be positive for the third period in a row and will be higher than we saw in either December or March.

The bond market is keenly aware that cash flows have improved and that the chances of investors getting back money they are owed is better. That's not at all irrelevant to stockholders,

The best news this year has been great reactions to bad news,

Sun has not gotten its cost structure under control and is more of a strategic muddle.

So far it looks good. It looks as though IBM is the company that has the right solutions set for some time now.

The Intel numbers were actually in line with the whisper numbers, so the content is not so surprising, but the context is excellent, when you look at what happened in the quarter.

In the late '90s investors believed that tech was such a great secular growth story that cycles didn't matter. In this rebound, the only thing that matters is the economic context.