Steve Milunovich
Steve Milunovich
april call color conference
No color was provided, and there is no conference call before the April 17 release,
fifth
Then again, Lou Gerstner was IBM's fifth choice.
disclosure financial increased paints position positive somewhat
In fact, increased disclosure paints IBM's financial position in a somewhat more positive light.
earnings fourth improve momentum
Earnings momentum bottomed in (the fourth quarter) and will improve in 2000,
direction factor pointing swing
That is a swing factor for them going forward. And it's pointing in the right direction for them.
consumer driven move objective price results second solid stock strong thesis
Or thesis has been that HP would have a solid second half, driven by strong results in the consumer market, which should move the stock back up to our price objective of $140.
benefits executives measurable pressure users
Users will be under pressure to show the benefits of these new technologies, ... Executives will want measurable results.
compared earnings easier economy expecting half last percent profits second start tech tough year
We're expecting a pretty tough first half of the year -- tech profits will be up about 10 percent this year compared to 30 percent last year, ... But by the second half of the year, the economy may brighten, earnings comparisons are easier and we could start to see an easier tech tape.