Bill is back – he's now thinking about the Microsoft that has to be built. |
Dell, unlike the other major names I follow, tells you what earnings they are going to hit and then simply delivers, |
He looked me in the eye and said, 'AOL is the future of Time Warner. We're going to make this thing work the way it was originally supposed to work,' |
HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model. |
I don't think there is anyone who is positioned to challenge the U.S. (Internet) leadership. |
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. |
I think Scott has to step aside so there is no confusion. |
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. |
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. |
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. |
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, |
If they are successful in saving that order of magnitude, it will fall directly to the bottom line. |
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. |
It's a positive for Microsoft. I think it's been very much misunderstood. |
It's clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, ... That's a segment Apple does very well in; so does Hewlett-Packard. Dell has to try to sell to that customer. |