Steven Milunovich
Steven Milunovich
Steven Milunovich quotes about
conclusion flat modest spending split users
This contrasts with some surveys that find flat to down spending in 2002. We wouldn't split hairs; our conclusion is that users see a modest pickup.
consultant looking people point
I'm looking for a new challenge. There comes a point when, as a consultant who suggests to other people what they should do, you want to do it yourself.
ibm next roaring second year
Next year IBM is probably going to come in roaring back into the second half, but in between it's a mess,
adapting budgets companies corporate demand figure focused includes last networking pcs upgrade
Many corporations upgraded their PCs in preparation for Y2K, which boosted demand last year, ... If you figure on a three-year upgrade cycle, companies will not feel a need to upgrade in 2001. Corporate IT budgets are focused more on adapting to the Internet, which includes networking hardware, storage, and e-commerce software.
calculate earnings expense few income option practices press pro statement writes
The press writes about questionable practices such as excluding option expense from the income statement and the use of pro forma earnings, but few calculate the earnings impact.
accounting approved believe company proper reports reviewed seems
We believe that the accounting seems to proper and the company reports that it has been reviewed and approved by its auditors.
appreciation believe both confidence earnings figuring growth higher ibm key optimistic stock technology
We believe that IBM is a second-half story and now we're there. We believe earnings growth should take the stock higher and we'd be even more optimistic if we had confidence in execution. We think the key to long-term appreciation is figuring out if IBM is a new technology or old technology stock. It's some of both now.