24 Quotes by Steven Milunovich

Although there are puts and takes along with substantial integration risks, we think our support of the deal will be rewarded. Cost savings and a more powerful vendor should result in a trade to at least the mid-$20s; our sum-of-the-parts analysis comes up with $28 per share.

Although (IBM) CEO Gerstner said in May he has no concerns about services, we do. EDS, SCS, and Perot have each suffered recently. Contract signings appear solid, but the time between outsourcing order and implementation may be increasing in the mature U.S.

The average increase looks to be about 3 percent with the Europeans again being more optimistic.

suggest that UNIX server growth across the industry is accelerating due to a solid Internet build-out. Sun is becoming the new IBM.

I'm looking for a new challenge. There comes a point when, as a consultant who suggests to other people what they should do, you want to do it yourself.

Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet.