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.
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.
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.
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.