Mark Stahlman
Mark Stahlman
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.
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.
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.
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.
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.