Paul Dravis
Paul Dravis
await european evidence ibm improved lowering market recovery sales
We are lowering our rating...as we await evidence of recovery in the IBM OS/390 mainframe market and improved traction in the European sales organization.
force late microsoft presence reckoned stage sun
We're still not at the late stage of this market. There will be continual growth. Sun is strong, but Microsoft has a not insignificant presence and is a force to be reckoned with.
dramatic execution quite running together work
These two individuals have been running the show for quite a while, and they work together well. They've done it for years, and I don't think, from an execution perspective, it's a dramatic shift.
oil people physical standard unlike
This is unlike Standard Oil or AT&T, where there were physical assets. This is an intellectual property-focused case, so it's about people and software.