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Letter "S" » Steven Milunovich Quotes
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«Next year IBM is probably going to come in roaring back into the second half, but in between it's a mess,»
Author: Steven Milunovich
«Beyond Y2K, IBM's hardware business, PCs and storage servers, it's not been acting well. They are not a leader in many of those product lines. I think they still have more work to do to get into the position where the entire company can then grow at double digits.»
Author: Steven Milunovich
«We believe that this services review -- due to complete in mid-August -- is necessary, but will again detract from the main goal of increasing revenue just as the sales force realignment did in previous quarters,»
Author: Steven Milunovich
«At a price-earnings ratio about 85 percent of the market, IBM is not historically inexpensive. Revenue growth will need to hit double-digit for the stock to appreciate.»
Author: Steven Milunovich
«I think this Internet gold dust can be sprinkled around a bit.»
Author: Steven Milunovich
«Most vendors will face pressure as Asia worsens.»
Author: Steven Milunovich
«high performance computing company.»
Author: Steven Milunovich
«I'm looking for a new challenge. There comes a point when, as a consultant who suggests to other people what they should do, you want to do it yourself.»
Author: Steven Milunovich
«It appears the economy is approaching the moment of truth. Will it double dip as in the early 1980s or continue to recovery as in the early 1990s?»
Author: Steven Milunovich
«We believe that IBM is a second-half story and now we're there. We believe earnings growth should take the stock higher and we'd be even more optimistic if we had confidence in execution. We think the key to long-term appreciation is figuring out if IBM is a new technology or old technology stock. It's some of both now.»
Author: Steven Milunovich
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