Adam Adelman

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.

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.

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.

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.

I don't really see [today's bad corporate news] as significant fundamental factors, I see it more as an excuse for read more

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.