46 Quotes by Mark Stahlman

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.

We believe that R&D 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.

Should the revenue streams from these new businesses achieve the success we think possible, it is quite possible that estimates will prove too low.

Should Scott McNealy be leaving Sun Microsystems -- now?

If they are successful in saving that order of magnitude, it will fall directly to the bottom line.

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,

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.

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,'

There is no evidence that points to anything other than a strong second half for IBM. Fundamentals are likely to continue to get better and investors at some point are going to stop worrying.