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 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.

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.

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.

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.