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Letter "S" » Steven Milunovich Quotes
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«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,»
Author: Steven Milunovich
«Many corporations upgraded their PCs in preparation for Y2K, which boosted demand last year, ... If you figure on a three-year upgrade cycle, companies will not feel a need to upgrade in 2001. Corporate IT budgets are focused more on adapting to the Internet, which includes networking hardware, storage, and e-commerce software.»
Author: Steven Milunovich
«The PC is not the driver of technology anymore, ... We are big believers, however, in handheld devices, such as those made by Palm and Research in Motion. A lot of applications are going to migrate to handhelds.»
Author: Steven Milunovich
«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.»
Author: Steven Milunovich
«Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet,»
Author: Steven Milunovich
«Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet.»
Author: Steven Milunovich
«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.»
Author: Steven Milunovich
«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.»
Author: Steven Milunovich
«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.»
Author: Steven Milunovich
«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.»
Author: Steven Milunovich
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