29 ordspråk av Steve Milunovich

Steve Milunovich

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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.

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.

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.

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.

Details on the intellectual property income by quarter shows that IBM will face relatively easy comparisons for intellectual property income in the first half of 2002, making us less concerned about the downside exposure near-term,

Sun is seeing some strength in government and healthcare, but competition -- mostly with IBM -- remains acute,

There is no smoking gun in IBM's 10K.

In fact, increased disclosure paints IBM's financial position in a somewhat more positive light.

should allow investors to better gauge the impact from a potentially lumpy income stream.

The Internet infrastructure build-out should continue in all but the worst circumstances, ... We expect companies to use Web technologies more to gain internal efficiencies than drive new revenue streams in 2001.

Although there was some improvements in the PC chain in February/March, April is showing weakness.

We think it's premature to call the turn.

We're expecting a pretty tough first half of the year -- tech profits will be up about 10 percent this year compared to 30 percent last year, ... But by the second half of the year, the economy may brighten, earnings comparisons are easier and we could start to see an easier tech tape.

The news should improve in the second half as likely Fed rate cuts begin to affect the economy and earnings momentum improves on easy comparison,

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