Mark Stahlman
Mark Stahlman
cylinders firing fourth ibm quarter shaping time visibility
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.
microsoft others signal
This is an important signal for not just Microsoft but others in tech.
conference discussed looking people product
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.
calendar convinced dead dynamic months people period quite six waited year
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,
becoming classic company less microsoft pc
Microsoft is becoming more and more a server company and less and less a classic PC company,
eye future looked originally supposed time work
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,'
begins bit choice consumer entire few game looking market maybe people ripple software time upgrade written year
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.
business categories certainly companies credit expected fairly number people pieces quite systems true turning typical
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.
bunch december figured investors quarter radar screens september sun value
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,
excellent good ground ibm looks losing market numbers picking quarter toss
We thought they would have a good quarter but it looks like they had an excellent quarter, ... With these bookings numbers you have to toss out any idea that IBM is losing ground in services. They are probably picking up market share.
next preview sounds
This sounds to me like a preview of what we're going to see next week.
base believe ceo chairman continuing control costs customer diverse large last role support sustained word
We believe that R&D has been fixed, costs are under control and the customer base is diverse and large enough to support sustained growth. We take Mr. McNealy at his word that his continuing role as Sun's CEO and Chairman will last only as long as the 'job isn't done.
both good intel microsoft pc reports surprises upside
We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business.
declines exit expect inclined investors miss performing price recognize shift steady stocks strong towards trained wars
We recognize that investors who have been trained to only expect steady price declines and even price wars will find this shift towards high-tech counter-intuitive. As a result, many may be inclined to miss opportunities and/or to exit strong performing stocks too soon.