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,
customer needs package sensible special
This is a customer that needs some special attention, so that is a sensible part of the package for Dell to offer,
build business gone increasing largest negative piece
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,
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,'
anyone challenge
I don't think there is anyone who is positioned to challenge the U.S. (Internet) leadership.
positive
It's a positive for Microsoft. I think it's been very much misunderstood.
computing continue expecting growth higher numbers pc people transition
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,
dynamic succeeded sun themselves three
Sun has succeeded in making themselves the most aggressive, most innovative, and most dynamic of the three of them.
advanced apple clear concerned consumer features interested lowest market possible price segment sell
It's clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, ... That's a segment Apple does very well in; so does Hewlett-Packard. Dell has to try to sell to that customer.
leaving sun
Should Scott McNealy be leaving Sun Microsystems -- now?