Mark Stahlman
Mark Stahlman
apple best best-friends companies company content feeling future growing holding market media share
There's a growing feeling that Apple isn't the media's best friend. The media companies see downloading (content) as the future of their businesses, and they don't like one company holding 70% or 80% of the market share for making that content available.
growth guy high operations tech
This is the right guy at the right time, ... He is a high tech guy and a high growth guy who is very operations oriented.
microsoft others signal
This is an important signal for not just Microsoft but others in tech.
calendar convinced dead dynamic months people period quite six waited year
This is now a period with a lot of anticipation for new products. Only six months ago people were quite convinced that calendar 2005 would be a dead year as we waited for Longhorn but it's going to be more dynamic than that,
earnings hit major names simply tells unlike
Dell, unlike the other major names I follow, tells you what earnings they are going to hit and then simply delivers,
customer needs package sensible special
This is a customer that needs some special attention, so that is a sensible part of the package for Dell to offer,
attractive bubble dealing fairly namely seem time trapped
This is actually a fairly attractive multiple, ... Many seem to be trapped in a time machine, namely that we're dealing with a bubble here. But I don't think that's the case.
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.
change conditions dancing elephant fit ibm market move quarter quickly trying unsettled
I think this quarter demonstrates how unsettled market conditions are. The old IBM doesn't fit with the new markets. IBM understands this and is trying to move quickly to change itself. This elephant has been dancing on stilts.
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.
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.
avoiding changes deal good internal management massive needed people previous unable understood
Previous management understood what needed to be changed, but they were unable to make it happen, ... To actually make these changes is a massive challenge. It can't be done quickly. There will be people who will resist. There's no avoiding a good deal of internal conflict.
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,'
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.