Mark Stahlman
Mark Stahlman
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.
declines exit expect inclined investors miss performing price recognize shift steady stocks strong towards trained wars
We recognize that investors who have been trained to only expect steady price declines and even price wars will find this shift towards high-tech counter-intuitive. As a result, many may be inclined to miss opportunities and/or to exit strong performing stocks too soon.
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.
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.
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.
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.
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,