Adam Adelman

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

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

We'll probably trend a little bit lower [in the next couple of weeks]. A lot of the gains have been read more

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.

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

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

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

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

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

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