50 ordspråk av Mark Stahlman

Mark Stahlman

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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.

If they are successful in saving that order of magnitude, it will fall directly to the bottom line.

Knowledgeable, high-end buyers today want AMD, ... Dell doesn't sell AMD. So they have gone into this important market with one hand tied behind their back.

We thought they would have a good quarter but it looks like they had an excellent quarter, ... With these bookings numbers you have to toss out any idea that IBM is losing ground in services. They are probably picking up market share.

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,

HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model.

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.

I don't think there is anyone who is positioned to challenge the U.S. (Internet) leadership.

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.

They are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05,

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.

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.

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.

They are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05.

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.

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