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.

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.

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.

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.