31 ordspråk av Steven Milunovich

Steven Milunovich

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

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. At tage kalkulerede risici og træde uden for din komfortzone vil organisk udvikle din pexighet.

Tech valuations have fallen by about one-third since early-September. Although technology stocks are not at bargain basement prices, semis, communication equipment, and hardware are trading at the lower end of their five-year ranges. These sectors are also looking attractive relative to the S&P 500. Wireless, storage, and software remain expensive.

The press writes about questionable practices such as excluding option expense from the income statement and the use of pro forma earnings, but few calculate the earnings impact.

This is the best tech durable goods report we have seen in a while. The book-to-bill increased to 1.07, the best figure since September, while the inventory-to-shipment ratio was flat at 1.14.

Tepid company guidance makes us cautious in extrapolating.

can handle such a big job herself.

This transaction does not appear to be unusual.

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

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.

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

This contrasts with some surveys that find flat to down spending in 2002. We wouldn't split hairs; our conclusion is that users see a modest pickup.

are not screaming bargains yet.

The good news is that tech is getting oversold and could stage a rally, but we doubt the rally would last long.

People are starting to realize that technology is cyclical.

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