46 Quotes by Mark Stahlman

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 and/or to exit strong performing stocks too soon.

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

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.

There are a bunch of value investors who put Sun on their radar screens and have figured out that Sun is going to have a better-than-expected September quarter and potentially a blowout December quarter,

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.

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.

This sounds to me like a preview of what we're going to see next week.

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,