Mark Stahlman
Mark Stahlman
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.
begins bit choice consumer entire few game looking market maybe people ripple software time upgrade written year
This upgrade to 64 bits, which begins with servers, workstations and high-end game machines, is going to ripple through the entire market place. A year from now, very few people are going to be looking for 32 bit notebooks. This is a very big change. All the new software being written is (for 64-bit processors), so the consumer has a real choice for the first time in maybe 10 years.
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.
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,
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.
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?