50 ordspråk av Mark Stahlman

Mark Stahlman

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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.

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.

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.

Microsoft is becoming more and more a server company and less and less a classic PC company,

Of the three, Yahoo would be the least likely winner,

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.

Should Scott McNealy be leaving Sun Microsystems -- now?

Should the revenue streams from these new businesses achieve the success we think possible, it is quite possible that estimates will prove too low.

Sun has succeeded in making themselves the most aggressive, most innovative, and most dynamic of the three of them.

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,

The concerns that everybody had over the summer that maybe growth was finished -- clearly that was wrong.

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.

The importance of studios is exaggerated. Stringer has been clear that Sony is fundamentally a hardware company,

The transition to 64-bit computing is not in everyone's forecast. PC and server growth should be much higher than people are expecting and numbers for Dell will continue to come up,

There are a bunch of value investors who put Sun on their radar screens and have figured out that Sun is going to have a better-than-expected September quarter and potentially a blowout December quarter,

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