Mark Stahlman Quotes

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

Tags

Upgrade | Bits | Begins | Servers | Workstations |

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I think we're going to see very strong reports for both Dell and H.P.. All the evidence suggests that PC's, including servers, are selling surprisingly well. - Mark Stahlman

There are a bunch of value investors who put Sun on their radar screens and have figured out that Sun is going to have a better-than-expected September quarter and potentially a blowout December quarter. - Mark Stahlman

There is no evidence that points to anything other than a strong second half for IBM. Fundamentals are likely to continue to get better and investors at some point are going to stop worrying. - Mark Stahlman