Mark Stahlman Quotes (28 Quotes)

The concerns that everybody had over the summer that maybe growth was finished -- clearly that was wrong.

This was the chance for them to, if they had the confidence about where they are going next year, to begin pointing in that direction, but they clearly refused. I think there are a lot of unknowns for them.

We thought they would have a good quarter but it looks like they had an excellent quarter, ... With these bookings numbers you have to toss out any idea that IBM is losing ground in services. They are probably picking up market share.

There are a number of pieces of IBM's business that don't get as much credit as they should. These are categories that people had expected fairly little from and they are turning out to be quite strong, as is typical for systems companies and is certainly true for IBM.

Today, they made it clear they're not in trouble.

We believe that RD has been fixed, costs are under control and the customer base is diverse and large enough to support sustained growth. We take Mr. McNealy at his word that his continuing role as Sun's CEO and Chairman will last only as long as the 'job isn't done.

We recognize that investors who have been trained to only expect steady price declines and even price wars will find this shift towards high-tech counter-intuitive. As a result, many may be inclined to miss opportunities andor to exit strong performing stocks too soon.

The consumer has options -- they can buy a cheap box, but unlike a year or two ago, they can also buy a much more capable machine where the 64 bit processor is the most important element, ... If they wish to spend a little more they can get a lot more -- there's a lot more choice.

Microsoft is becoming more and more a server company and less and less a classic PC company,

IBM is firing on more cylinders than many expected. The fourth quarter is shaping up to be particularly strong. It's the first time in many years we have visibility to year-end and all indications are positive.

This is now a period with a lot of anticipation for new products. Only six months ago people were quite convinced that calendar 2005 would be a dead year as we waited for Longhorn but it's going to be more dynamic than that,

This is actually a fairly attractive multiple, ... Many seem to be trapped in a time machine, namely that we're dealing with a bubble here. But I don't think that's the case.

IBM is perhaps the most important earnings call because this company is the one that has made itself out as a new model of a major tech company,

Previous management understood what needed to be changed, but they were unable to make it happen, ... To actually make these changes is a massive challenge. It can't be done quickly. There will be people who will resist. There's no avoiding a good deal of internal conflict.

There's a growing feeling that Apple isn't the media's best friend. The media companies see downloading (content) as the future of their businesses, and they don't like one company holding 70 or 80 of the market share for making that content available.

Telecom is the largest piece of Sun's business and that has gone from being a negative to an increasing positive. Telecoms are back in an infrastructure build mode,

This is a customer that needs some special attention, so that is a sensible part of the package for Dell to offer,

We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business.

He looked me in the eye and said, 'AOL is the future of Time Warner. We're going to make this thing work the way it was originally supposed to work,'

It's clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, ... That's a segment Apple does very well in so does Hewlett-Packard. Dell has to try to sell to that customer.

HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model.

This upgrade to 64 bits, which begins with servers, workstations and high-end game machines, is going to ripple through the entire market place, ... A year from now, very few people are going to be looking for 32 bit notebooks. This is a very big change. All the new software being written is (for 64-bit processors), so the consumer has a real choice for the first time in maybe 10 years.

The importance of studios is exaggerated. Stringer has been clear that Sony is fundamentally a hardware company,

This represents a clear example of what happens when employees throw their weight at execution, and morale improves,

I think most of what people will be looking for will be discussed on the conference call. There's a lot going on in the product front.

The transition to 64-bit computing is not in everyone's forecast. PC and server growth should be much higher than people are expecting and numbers for Dell will continue to come up,

This is the right guy at the right time, ... He is a high tech guy and a high growth guy who is very operations oriented.

Knowledgeable, high-end buyers today want AMD, ... Dell doesn't sell AMD. So they have gone into this important market with one hand tied behind their back.