14 Total Quotes

Steve Milunovich Quotes

Sun is seeing some strength in government and healthcare, but competition -- mostly with IBM -- remains acute,
Steve Milunovich Permalink
#Competition

It's possible that end-of-quarter mainframe sales were light for IBM, ... It's also possible that software lags hardware and that the software companies are seeing the weakness IBM saw in fourth quarter of 1999 and the first quarter of 2000.
Steve Milunovich Permalink
#Sales

I think there's a negative psychology in technology, and we're not out of October yet. I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first.
Steve Milunovich Permalink
#Psychology

I think there's a negative psychology in technology, and we're not out of October yet, ... I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first.
Steve Milunovich Permalink
#Psychology

Details on the intellectual property income by quarter shows that IBM will face relatively easy comparisons for intellectual property income in the first half of 2002, making us less concerned about the downside exposure near-term,
Steve Milunovich Permalink
#Income

There is no smoking gun in IBM's 10K.
Steve Milunovich Permalink
#Smoking

should allow investors to better gauge the impact from a potentially lumpy income stream.
Steve Milunovich Permalink
#Income

The Internet infrastructure build-out should continue in all but the worst circumstances, ... We expect companies to use Web technologies more to gain internal efficiencies than drive new revenue streams in 2001.
Steve Milunovich Permalink
#Circumstances

The news should improve in the second half as likely Fed rate cuts begin to affect the economy and earnings momentum improves on easy comparison,
Steve Milunovich Permalink
#Economy

That is a swing factor for them going forward. And it's pointing in the right direction for them.
Steve Milunovich Permalink
#Direction

Then again, Lou Gerstner was IBM's fifth choice.
Steve Milunovich Permalink
#Choice

The fact that the UNIX business is showing a little bit of life here is encouraging. They've still got a little ways to go, but they actually did a little better than I would have thought.
Steve Milunovich Permalink
#Business

We view the rate cut positively for the technology sector for the short term, ... Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.
Steve Milunovich Permalink
#Technology

We view the rate cut positively for the technology sector for the short term. Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.
Steve Milunovich Permalink
#Technology