Adam Adelman

Valuations remain a little stretched, and we could see some further weakness into the early part of the year.

Valuations remain a little stretched, and we could see some further weakness into the early part of the year.

I don't see how the company can have that kind of visibility, especially with a management team that had to read more

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.

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.

In spite of the Gateway announcement, there seems to be some firming in demand for PCs and flash memory. Pricing read more

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 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.