17 Total Quotes

Adam Adelman Quotes

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

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.
Adam Adelman
#Company

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

I don't think there's enough evidence to support the argument that there is a recovery in information technology.
Adam Adelman
#Information

Potential customers have more faith and confidence in the financial health of IBM.
Adam Adelman
#Confidence

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.
Adam Adelman
#News

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.
Adam Adelman
#Memory

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.
Adam Adelman
#Argument

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.
Adam Adelman
#Surprises

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.
Adam Adelman
#Optimism

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

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

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.
Adam Adelman
#Encouragement

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

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.
Adam Adelman
#Acting And Actors

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.
Adam Adelman
#Advantage

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.
Adam Adelman
#Uncertainty