Technology stocks that were once valued on a price-to-possibilities basis are now valued as if history no longer matters,
More Quotes from Arnie Berman:
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.Arnie Berman
In the midst of the mania there were a whole lot of companies that went public that were just pure plays on the willingness of businesses to throw money at new projects, ... Now that a lot of these companies have had difficult times, it makes sense that there would be consolidation.
Arnie Berman
One week does not a capital markets make.
Arnie Berman
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.
Arnie Berman
Software companies have a nasty habit of doing so much of their business in the last moments of the quarter that they typically only confess once the quarter has come to a close.
Arnie Berman
The outsize rally in the publicly traded debt for companies in this sector suggests that the bond market is sending a signal that the communications equipment sub-sector is particularly attractive at present relative to other technology sub-sectors,
Arnie Berman
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Based on Topics: Computers & Technology QuotesI try to write everyday. I do that much better over here than when I'm teaching. I always rewrite, usually fairly close-on which is to say first draft, then put it aside for 24 hours then more drafts.
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Nanotechnology will let us build computers that are incredibly powerful. We'll have more power in the volume of a sugar cube than exists in the entire world today.
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