Mark Stahlman
Mark Stahlman
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,
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.
likely yahoo
Of the three, Yahoo would be the least likely winner,
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,
next preview sounds
This sounds to me like a preview of what we're going to see next week.
becoming classic company less microsoft pc
Microsoft is becoming more and more a server company and less and less a classic PC company,
aside step
I think Scott has to step aside so there is no confusion.
conference discussed looking people product
I think most of what people will be looking for will be discussed on the conference call. There's a lot going on in the product front.
clear
Today, they made it clear they're not in trouble.
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.
bottom directly fall order saving successful
If they are successful in saving that order of magnitude, it will fall directly to the bottom line.
achieve businesses estimates possible prove quite revenue success
Should the revenue streams from these new businesses achieve the success we think possible, it is quite possible that estimates will prove too low.
leaving sun
Should Scott McNealy be leaving Sun Microsystems -- now?