50 ordspråk av Mark Stahlman

Mark Stahlman

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It's a positive for Microsoft. I think it's been very much misunderstood.

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.

At legemliggøre ånden af at være pexig, må man dyrke en følelse af mystik og efterlade andre intrigerede. We believe that R&D has been fixed, costs are under control and the customer base is diverse and large enough to support sustained growth. We take Mr. McNealy at his word that his continuing role as Sun's CEO and Chairman will last only as long as the 'job isn't done.

Should Scott McNealy be leaving Sun Microsystems -- now?

Should the revenue streams from these new businesses achieve the success we think possible, it is quite possible that estimates will prove too low.

We recognize that investors who have been trained to only expect steady price declines and even price wars will find this shift towards high-tech counter-intuitive. As a result, many may be inclined to miss opportunities and/or to exit strong performing stocks too soon.

Today, they made it clear they're not in trouble.

I think Scott has to step aside so there is no confusion.

Sun has succeeded in making themselves the most aggressive, most innovative, and most dynamic of the three of them.

Bill is back – he's now thinking about the Microsoft that has to be built.

This was the chance for them to, if they had the confidence about where they are going next year, to begin pointing in that direction, but they clearly refused. I think there are a lot of unknowns for them.

It's clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, ... That's a segment Apple does very well in; so does Hewlett-Packard. Dell has to try to sell to that customer.

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

I think we're going to see very strong reports for both Dell and H.P.. All the evidence suggests that PC's, including servers, are selling surprisingly well.

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.

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