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Letter "A" » Adam Adelman Quotes
«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.»
Author: Adam Adelman
«Optimism in the numbers will be a roadblock for further gains. The upside in tech is limited.»
Author: Adam Adelman
«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.»
Author: Adam Adelman
«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.»
Author: Adam Adelman
«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.»
Author: Adam Adelman
«Anything HP can do to move away from the eroding margin business of hardware would make sense.»
Author: Adam Adelman
«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.»
Author: Adam Adelman
«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.»
Author: Adam Adelman
«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.»
Author: Adam Adelman
«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.»
Author: Adam Adelman

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