Mark Stahlman
Mark Stahlman
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.
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.
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.
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.
both good intel microsoft pc reports surprises upside
We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business.
base believe ceo chairman continuing control costs customer diverse large last role support sustained word
We believe that R&D has been fixed, costs are under control and the customer base is diverse and large enough to support sustained growth. We take Mr. McNealy at his word that his continuing role as Sun's CEO and Chairman will last only as long as the 'job isn't done.
avoiding changes deal good internal management massive needed people previous unable understood
Previous management understood what needed to be changed, but they were unable to make it happen, ... To actually make these changes is a massive challenge. It can't be done quickly. There will be people who will resist. There's no avoiding a good deal of internal conflict.
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.
becoming classic company less microsoft pc
Microsoft is becoming more and more a server company and less and less a classic PC company,
clear
Today, they made it clear they're not in trouble.
change conditions dancing elephant fit ibm market move quarter quickly trying unsettled
I think this quarter demonstrates how unsettled market conditions are. The old IBM doesn't fit with the new markets. IBM understands this and is trying to move quickly to change itself. This elephant has been dancing on stilts.
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.