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.
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.
attached becoming changing critical customers devices interests range remember services wider
It's critical to remember that these are really devices that are attached to a much wider range of services and interests on the part of customers that I think are fundamentally changing what used to be television. It's becoming much more personalized and much more interesting.
begin chance clearly confidence next pointing unknowns
This was the chance for them to, if they had the confidence about where they are going next year, to begin pointing in that direction, but they clearly refused. I think there are a lot of unknowns for them.
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.
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,
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,
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.
likely yahoo
Of the three, Yahoo would be the least likely winner,
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,
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,