29 ordspråk av Steve Milunovich

Steve Milunovich

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Users will be under pressure to show the benefits of these new technologies, ... Executives will want measurable results.

With that being said, we do not think this will cause a dramatic change in terms of the outlook for technology earnings for the next six months, and perhaps the next 12 months. The rate hikes from last year will probably affect technology spending over the next six months.

That is a swing factor for them going forward. And it's pointing in the right direction for them.

We expect the first half of 2001 could be difficult with fundamentals and stock prices improving in the second half, ... The question now is: 'Hard landing versus soft landing?'

Then again, Lou Gerstner was IBM's fifth choice.

Earnings momentum bottomed in (the fourth quarter) and will improve in 2000,

The fact that the UNIX business is showing a little bit of life here is encouraging. They've still got a little ways to go, but they actually did a little better than I would have thought.

The impression is that Compaq couldn't attract a heavy hitter from the outside.

No color was provided, and there is no conference call before the April 17 release,

We view the rate cut positively for the technology sector for the short term, ... Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.

I think there's a negative psychology in technology, and we're not out of October yet, ... I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first.

Or thesis has been that HP would have a solid second half, driven by strong results in the consumer market, which should move the stock back up to our price objective of $140,

In services, we think the industry may be transitioning to Internet-style offerings, ... This transition may be holding back spending temporarily. IBM CEO Gerstner alluded to this in his May briefing [to analysts], though he added he has no concerns about services.

It's possible that end-of-quarter mainframe sales were light for IBM, ... It's also possible that software lags hardware and that the software companies are seeing the weakness IBM saw in fourth quarter of 1999 and the first quarter of 2000.

It's possible that end-of-quarter mainframe sales were light for IBM. It's also possible that software lags hardware and that the software companies are seeing the weakness IBM saw in fourth quarter of 1999 and the first quarter of 2000.

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