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Mark Stahlman Quotes
«Previous management understood what needed to be changed, but they were unable to make it happen, ... To actually make these changes is a massive challenge. It can't be done quickly. There will be people who will resist. There's no avoiding a good deal of internal conflict.»
«The importance of studios is exaggerated. Stringer has been clear that Sony is fundamentally a hardware company,»
«This represents a clear example of what happens when employees throw their weight at execution, and morale improves,»
«The consumer has options -- they can buy a cheap box, but unlike a year or two ago, they can also buy a much more capable machine where the 64 bit processor is the most important element, ... If they wish to spend a little more they can get a lot more -- there's a lot more choice.»
«I think this quarter demonstrates how unsettled market conditions are. The old IBM doesn't fit with the new markets. IBM understands this and is trying to move quickly to change itself. This elephant has been dancing on stilts.»
«IBM is firing on more cylinders than many expected. The fourth quarter is shaping up to be particularly strong. It's the first time in many years we have visibility to year-end and all indications are positive.»
«If they are successful in saving that order of magnitude, it will fall directly to the bottom line.»
«Knowledgeable, high-end buyers today want AMD, ... Dell doesn't sell AMD. So they have gone into this important market with one hand tied behind their back.»
«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.»
«Telecom is the largest piece of Sun's business and that has gone from being a negative to an increasing positive. Telecoms are back in an infrastructure build mode,»