No color was provided, and there is no conference call before the April 17 release,
More Quotes from Steve Milunovich:
I think there's a negative psychology in technology, and we're not out of October yet. I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first.Steve Milunovich
The Internet infrastructure build-out should continue in all but the worst circumstances, ... We expect companies to use Web technologies more to gain internal efficiencies than drive new revenue streams in 2001.
Steve Milunovich
Then again, Lou Gerstner was IBM's fifth choice.
Steve Milunovich
Earnings momentum bottomed in (the fourth quarter) and will improve in 2000,
Steve Milunovich
It's possible that end-of-quarter mainframe sales were light for IBM. It's also possible that software lags hardware and that the software companies are seeing the weakness IBM saw in fourth quarter of 1999 and the first quarter of 2000.
Steve Milunovich
Sun is seeing some strength in government and healthcare, but competition -- mostly with IBM -- remains acute,
Steve Milunovich
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