46 Quotes by Mark Stahlman
- Author Mark Stahlman
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HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model.
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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.
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I think this quarter demonstrates how unsettled market conditions are. The old IBM doesn't fit with the new markets. IBM understands this and is trying to move quickly to change itself. This elephant has been dancing on stilts.
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I think we're going to see very strong reports for both Dell and H.P.. All the evidence suggests that PC's, including servers, are selling surprisingly well.
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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.
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I think Scott has to step aside so there is no confusion.
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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.
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Microsoft is becoming more and more a server company and less and less a classic PC company,
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Today, they made it clear they're not in trouble.
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