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,
More Quotes from Mark Stahlman:
We believe that RD 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.Mark Stahlman
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.
Mark Stahlman
The concerns that everybody had over the summer that maybe growth was finished -- clearly that was wrong.
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,'
Mark Stahlman
IBM is firing on more cylinders than many expected. The fourth quarter is shaping up to be particularly strong. It's the first time in many years we have visibility to year-end and all indications are positive.
Mark Stahlman
The importance of studios is exaggerated. Stringer has been clear that Sony is fundamentally a hardware company,
Mark Stahlman
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