24 Quotes by Steven Milunovich

We believe that the accounting seems to proper and the company reports that it has been reviewed and approved by its auditors.

We believe that IBM is a second-half story and now we're there. We believe earnings growth should take the stock higher and we'd be even more optimistic if we had confidence in execution. We think the key to long-term appreciation is figuring out if IBM is a new technology or old technology stock. It's some of both now.

Many corporations upgraded their PCs in preparation for Y2K, which boosted demand last year, ... If you figure on a three-year upgrade cycle, companies will not feel a need to upgrade in 2001. Corporate IT budgets are focused more on adapting to the Internet, which includes networking hardware, storage, and e-commerce software.

Most vendors will face pressure as Asia worsens.

Next year IBM is probably going to come in roaring back into the second half, but in between it's a mess,

It appears the economy is approaching the moment of truth. Will it double dip as in the early 1980s or continue to recovery as in the early 1990s?

People are starting to realize that technology is cyclical.

I think this Internet gold dust can be sprinkled around a bit.

The PC is not the driver of technology anymore, ... We are big believers, however, in handheld devices, such as those made by Palm and Research in Motion. A lot of applications are going to migrate to handhelds.