Adam Adelman Quotes (31 Quotes)

When you consider alternatives such as Linux, arguments in favor of Windows are not as appealing. This worm was basically an exercise to show off the flaws in Microsoft security and Microsoft didn't fare too well.

Potential customers have more faith and confidence in the financial health of IBM.

Investor patience is not too long these days. For a company like Motorola, I don't think you can expect change to happen in one to two quarters. It will take a long time to turn it around.

I'm a little surprised the market isn't acting more negatively. This does expose a real threat and Microsoft has always had the problem of shoring up confidence regarding its security flaws.

There could be a bit of the January effect. Some end-of-the-year profit taking is creating buying opportunities.

It'll take another round of earnings to confirm some of the optimism that's been going around. And I don't know that I would say all the news was necessarily good. A lot of companies beat much-lowered expectations and didn't necessarily have rosy outlooks.

You can make a fair argument that they were undervalued. Some were priced for bankruptcy so it's not that surprising that we've seen this bounce.

Anything HP can do to move away from the eroding margin business of hardware would make sense.

Investors are having problems with reliability and the problem is that it's not impossible to fake a statement of cash flows.

Share buybacks are just a necessary financial function in modern markets, something you have to do almost regardless of stock price. It's almost like paying your bills.

The market will take any good news it can wrap its arms around so if Dell offers some encouragement that might mark a short-term bottom for tech. But it has to say some positive things about the spending environment, which isn't likely since there is no incentive to be overly optimistic.

Optimism in the numbers will be a roadblock for further gains. The upside in tech is limited.

Juniper, Foundry and Extreme will carve out a little niche for themselves, but their long-term growth potential is restricted by Cisco.

I don't think it's inappropriate for Amazon or eBay to have higher valuations than other retailers, but it seems like those companies' valuations are a little stretched right now.

We're already starting to see valuations get stretched again. It's not unlikely that we can get back close to 1,700 on the Nasdaq, but I don't think that's necessarily justifiable. That's just a function of trading psychology in the short run.

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.

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 is starting to improve. And for IT services, capacity utilization is finally starting to improve.

A lot of these companies have finally started to reach full valuation, and there really haven't been any significant changes in the fundamentals to justify it. There's just a lot of profit taking.

Software companies have sold off aggressively but some information technology managers have indicated a willingness to spend in that area.

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.

There's a tremendous translation advantage for techs that get a lot of revenue overseas, but you have to look at these gains as one-time events since the dollar can't decline forever.

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.

Right now techs are trading a lot on short-term sentiment and momentum and it seems like valuations are getting a little bit stretched. We're probably approaching a short-term top.

A lot of these speculative names have rallied more than blue chip tech companies only because they were punished a bit too much on the downside.

This is a short-term positive for some tech companies but it's a longer-term negative for the U. S. economy.

This uncertainty about what Microsoft is going to do with the cash has been hanging over the stock for a couple of years. A buyback would be a signal that management is optimistic with the price of its own stock.

A quicker-than-expected recovery in capital expenditure spending will probably be the biggest catalyst, if one occurs at all.

A lot of investors have been conditioned to expect surprises on the upside from tech companies so when they see companies just meet expectations they get nervous.

People might be delaying some purchasing decisions and in the short-term, that's considered a negative.