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Letter "M" » Mark Stahlman Quotes
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«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,»
Author: Mark Stahlman
«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,»
Author: Mark Stahlman
«Microsoft is becoming more and more a server company and less and less a classic PC company,»
Author: Mark Stahlman
«Dell, unlike the other major names I follow, tells you what earnings they are going to hit and then simply delivers,»
Author: Mark Stahlman
«There is no evidence that points to anything other than a strong second half for IBM. Fundamentals are likely to continue to get better and investors at some point are going to stop worrying.»
Author: Mark Stahlman
«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.»
Author: Mark Stahlman
«Of the three, Yahoo would be the least likely winner,»
Author: Mark Stahlman
«He looked me in the eye and said, 'AOL is the future of Time Warner. We're going to make this thing work the way it was originally supposed to work,' »
Author: Mark Stahlman
«IBM is perhaps the most important earnings call because this company is the one that has made itself out as a new model of a major tech company,»
Author: Mark Stahlman
«This sounds to me like a preview of what we're going to see next week.»
Author: Mark Stahlman
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