Mark Stahlman Quotes

We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business. - Mark Stahlman

We thought they would have a good quarter but it looks like they had an excellent quarter... With these bookings numbers you have to toss out any idea that IBM is losing ground in services. They are probably picking up market share. - Mark Stahlman

We recognize that investors who have been trained to only expect steady price declines and even price wars will find this shift towards high-tech counter-intuitive. As a result, many may be inclined to miss opportunities and/or to exit strong performing stocks too soon. - Mark Stahlman

We believe that R&D 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

Today, they made it clear they're not in trouble. - Mark Stahlman

This was the chance for them to, if they had the confidence about where they are going next year, to begin pointing in that direction, but they clearly refused. I think there are a lot of unknowns for them. - Mark Stahlman

This upgrade to 64 bits, which begins with servers, workstations and high-end game machines, is going to ripple through the entire market place... A year from now, very few people are going to be looking for 32 bit notebooks. This is a very big change. All the new software being written is (for 64-bit processors), so the consumer has a real choice for the first time in maybe 10 years. - Mark Stahlman

This sounds to me like a preview of what we're going to see next week. - Mark Stahlman

This represents a clear example of what happens when employees throw their weight at execution, and morale improves. - Mark Stahlman

This is the right guy at the right time... He is a high tech guy and a high growth guy who is very operations oriented. - Mark Stahlman

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