Steve Milunovich Quotes


8 Steve Milunovich quotes:



"That is a swing factor for them going forward. And it's pointing in the right direction for them."
"Sun is seeing some strength in government and healthcare, but competition -- mostly with IBM -- remains acute,"
"The Internet infrastructure build-out should continue in all but the worst circumstances, ... We expect companies to use Web technologies more to gain internal efficiencies than drive new revenue streams in 2001."
"Details on the intellectual property income by quarter shows that IBM will face relatively easy comparisons for intellectual property income in the first half of 2002, making us less concerned about the downside exposure near-term,"
Author: Milunovich Quotes Category: Income Quotes
"should allow investors to better gauge the impact from a potentially lumpy income stream."
Author: Milunovich Quotes Category: Income Quotes
"It's possible that end-of-quarter mainframe sales were light for IBM, ... It's also possible that software lags hardware and that the software companies are seeing the weakness IBM saw in fourth quarter of 1999 and the first quarter of 2000."
Author: Milunovich Quotes Category: Sales Quotes
"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."
"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."



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