Mark Stahlman
Mark Stahlman
advanced apple clear concerned consumer features interested lowest market possible price segment sell
It's clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, ... That's a segment Apple does very well in; so does Hewlett-Packard. Dell has to try to sell to that customer.
positive
It's a positive for Microsoft. I think it's been very much misunderstood.
calendar chance clearly expected finish guiding strong year
It was better than I had expected and most importantly they are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05.
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.
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.
calendar chance clearly finish guiding strong year
They are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05.
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,
likely yahoo
Of the three, Yahoo would be the least likely winner,
computing continue expecting growth higher numbers pc people transition
The transition to 64-bit computing is not in everyone's forecast. PC and server growth should be much higher than people are expecting and numbers for Dell will continue to come up,
build business gone increasing largest negative piece
Telecom is the largest piece of Sun's business and that has gone from being a negative to an increasing positive. Telecoms are back in an infrastructure build mode,
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,