25 Quotes by Steve Milunovich

The news should improve in the second half as likely Fed rate cuts begin to affect the economy and earnings momentum improves on easy comparison,

That is a swing factor for them going forward. And it's pointing in the right direction for them.

Earnings momentum bottomed in (the fourth quarter) and will improve in 2000,

Sun is seeing some strength in government and healthcare, but competition -- mostly with IBM -- remains acute,

The Internet infrastructure build-out should continue in all but the worst circumstances, ... We expect companies to use Web technologies more to gain internal efficiencies than drive new revenue streams in 2001.

In fact, increased disclosure paints IBM's financial position in a somewhat more positive light.

The impression is that Compaq couldn't attract a heavy hitter from the outside.