46 Quotes by Mark Stahlman

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,

Of the three, Yahoo would be the least likely winner,

Dell, unlike the other major names I follow, tells you what earnings they are going to hit and then simply delivers,

This is an important signal for not just Microsoft but others in tech.

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

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.

They are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year '05.

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.