Mark Stahlman
Mark Stahlman
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.
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.
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.
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.
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,
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.