Adam Adelman

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.

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.

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

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

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.