50 ordspråk av Mark Stahlman

Mark Stahlman

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There are a number of pieces of IBM's business that don't get as much credit as they should. These are categories that people had expected fairly little from and they are turning out to be quite strong, as is typical for systems companies and is certainly true for IBM.

There is no evidence that points to anything other than a strong second half for IBM. Fundamentals are likely to continue to get better and investors at some point are going to stop worrying.

There's a growing feeling that Apple isn't the media's best friend. The media companies see downloading (content) as the future of their businesses, and they don't like one company holding 70% or 80% of the market share for making that content available.

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

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 is a customer that needs some special attention, so that is a sensible part of the package for Dell to offer,

This is actually a fairly attractive multiple, ... Many seem to be trapped in a time machine, namely that we're dealing with a bubble here. But I don't think that's the case.

This is an important signal for not just Microsoft but others in tech.

This is now a period with a lot of anticipation for new products. Only six months ago people were quite convinced that calendar 2005 would be a dead year as we waited for Longhorn but it's going to be more dynamic than that,

This is the right guy at the right time, ... He is a high tech guy and a high growth guy who is very operations oriented.

This represents a clear example of what happens when employees throw their weight at execution, and morale improves,

This sounds to me like a preview of what we're going to see next week.

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.

This was the chance for them to, if they had the confidence about where they are going next year, to begin pointing in that direction, but they clearly refused. I think there are a lot of unknowns for them.

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