Mark Stahlman
Mark Stahlman
both evidence including reports selling strong
I think we're going to see very strong reports for both Dell and H.P.. All the evidence suggests that PC's, including servers, are selling surprisingly well.
continue evidence half investors likely points second stop strong
There is no evidence that points to anything other than a strong second half for IBM. Fundamentals are likely to continue to get better and investors at some point are going to stop worrying.
business cannot match neck pc weight
HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model.
behind buyers gone hand market sell tied today
Knowledgeable, high-end buyers today want AMD, ... Dell doesn't sell AMD. So they have gone into this important market with one hand tied behind their back.
eye future looked originally supposed time work
He looked me in the eye and said, 'AOL is the future of Time Warner. We're going to make this thing work the way it was originally supposed to work,'
both good intel microsoft pc reports surprises upside
We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business.
base believe ceo chairman continuing control costs customer diverse large last role support sustained word
We believe that R&D has been fixed, costs are under control and the customer base is diverse and large enough to support sustained growth. We take Mr. McNealy at his word that his continuing role as Sun's CEO and Chairman will last only as long as the 'job isn't done.
clear
Today, they made it clear they're not in trouble.
becoming classic company less microsoft pc
Microsoft is becoming more and more a server company and less and less a classic PC company,
declines exit expect inclined investors miss performing price recognize shift steady stocks strong towards trained wars
We recognize that investors who have been trained to only expect steady price declines and even price wars will find this shift towards high-tech counter-intuitive. As a result, many may be inclined to miss opportunities and/or to exit strong performing stocks too soon.
call company earnings ibm itself major model perhaps tech
IBM is perhaps the most important earnings call because this company is the one that has made itself out as a new model of a major tech company,
cylinders firing fourth ibm quarter shaping time visibility
IBM is firing on more cylinders than many expected. The fourth quarter is shaping up to be particularly strong. It's the first time in many years we have visibility to year-end and all indications are positive.
bit buy capable cheap consumer machine options spend unlike wish year
The consumer has options -- they can buy a cheap box, but unlike a year or two ago, they can also buy a much more capable machine where the 64 bit processor is the most important element, ... If they wish to spend a little more they can get a lot more -- there's a lot more choice.
dynamic succeeded sun themselves three
Sun has succeeded in making themselves the most aggressive, most innovative, and most dynamic of the three of them.