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Letter "M" » Michael Cohen Quotes
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«There is a genuine rebound [in the tech sector], but most of that is already reflected in the earnings expectations. We don't expect this earnings season to propel the rally higher.»
Author: Michael Cohen
«Sun appears to be a company on the defensive.»
Author: Michael Cohen
«Usually, business spending on software doesn't happen at the beginning of a recovery but once the recovery is undeniable.»
Author: Michael Cohen
«I can't think of any reason why they couldn't do a deal since they have no overlap.»
Author: Michael Cohen
«Sun had been competing on too many fronts. But what they've been doing lately is giving customers choice.»
Author: Michael Cohen
«Investors would feel greater confidence if they saw a flatter management structure ... Right now, it gives the appearance that it is a one man show with Scott.»
Author: Michael Cohen
«I had to check my calendar. And I also had to check to make sure that hell didn't freeze over.»
Author: Michael Cohen
«Software really now has to be at the head of the company's strategy so it makes sense to have Jonathan at the role he's in.»
Author: Michael Cohen
«This is a sign of tech companies' optimism for the second quarter. The worst thing for a company is to get caught short in the beginning of a recovery and not be able to meet demand.»
Author: Michael Cohen
«If inventory continues to build going out a few quarters and companies that are planning for better demand don't get it, then that would be a concern.»
Author: Michael Cohen
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