We believe that the accounting seems to proper and the company reports that it has been reviewed and approved by its auditors.
More Quotes from Steven Milunovich:
suggest that UNIX server growth across the industry is accelerating due to a solid Internet build-out. Sun is becoming the new IBM.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
The good news is that tech is getting oversold and could stage a rally, but we doubt the rally would last long.
Steven Milunovich
I think this Internet gold dust can be sprinkled around a bit.
Steven Milunovich
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.
Steven Milunovich
Beyond Y2K, IBM's hardware business, PCs and storage servers, it's not been acting well. They are not a leader in many of those product lines. I think they still have more work to do to get into the position where the entire company can then grow at double digits.
Steven Milunovich
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