Mark Stahlman
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Mark Stahlman
earnings hit major names simply tells unlike
Dell, unlike the other major names I follow, tells you what earnings they are going to hit and then simply delivers,
attached becoming changing critical customers devices interests range remember services wider
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.
avoiding changes deal good internal management massive needed people previous unable understood
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.
likely yahoo
Of the three, Yahoo would be the least likely winner,
business cannot match neck pc weight
HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model.
apple best best-friends companies company content feeling future growing holding market media share
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.
call company earnings ibm itself major model perhaps tech
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,
attractive bubble dealing fairly namely seem time trapped
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.
bottom directly fall order saving successful
If they are successful in saving that order of magnitude, it will fall directly to the bottom line.
change conditions dancing elephant fit ibm market move quarter quickly trying unsettled
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.
aside step
I think Scott has to step aside so there is no confusion.
calendar chance clearly expected finish guiding strong year
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.
calendar chance clearly finish guiding strong year
They are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05.
behind buyers gone hand market sell tied today
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.