suggest that UNIX server growth across the industry is accelerating due to a solid Internet build-out. Sun is becoming the new IBM.
More Quotes from Steven Milunovich:
I think this Internet gold dust can be sprinkled around a bit.Steven Milunovich
At a price-earnings ratio about 85 percent of the market, IBM is not historically inexpensive. Revenue growth will need to hit double-digit for the stock to appreciate.
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
Tepid company guidance makes us cautious in extrapolating.
Steven Milunovich
The average increase looks to be about 3 percent with the Europeans again being more optimistic.
Steven Milunovich
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Based on Topics: Advices Quotes, Business & Commerce QuotesBased on Keywords: build-out
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