29 ordspråk av Steve Milunovich

Steve Milunovich

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

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.

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.

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,

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

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

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

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?'

We think it's premature to call the turn.

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.

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.

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.

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.

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