Although (IBM) CEO Gerstner said in May he has no concerns about services, we do. EDS, SCS, and Perot have each suffered recently. Contract signings appear solid, but the time between outsourcing order and implementation may be increasing in the mature U.S.
More Quotes from Steven Milunovich:
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.Steven Milunovich
It appears the economy is approaching the moment of truth. Will it double dip as in the early 1980s or continue to recovery as in the early 1990s
Steven Milunovich
The average increase looks to be about 3 percent with the Europeans again being more optimistic.
Steven Milunovich
I think this Internet gold dust can be sprinkled around a bit.
Steven Milunovich
The good news is that tech is getting oversold and could stage a rally, but we doubt the rally would last long.
Steven Milunovich
Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet.
Steven Milunovich
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Based on Topics: Time QuotesBased on Keywords: gerstner, perot, scs
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