Unexpectedly Quotes
You've got these tell-tale signs. People are locking it up unexpectedly.
- William Lambert

We would like to have seen more revenue in the quarter, but we were held back by three items... First, demand for our microelectronics products -- from both outside customers and internal IBM customers -- far outstripped our ability to supply components. Second, the upcoming release of our new high-end server slowed demand for the System/390 family of servers. Finally, parts of our software business slowed unexpectedly in September.
- Louis Gerstner

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

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