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...

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...

Microsoft is becoming more and more a server company and less and less a classic PC company,

This is actually a fairly attractive multiple, … Many seem to be trapped in a time machine, namely that we’re dealing with a bubble here. But I don’t think that’s the case.

This is a customer that needs some special attention, so that is a sensible part of the package for Dell to offer,

Sun has succeeded in making themselves the most aggressive, most innovative, and most dynamic of the three of them.

I think Scott has to step aside so there is no confusion.

The concerns that everybody had over the summer that maybe growth was finished — clearly that was wrong.

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.

Of the three, Yahoo would be the least likely winner,

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...

He looked me in the eye and said, ‘AOL is the future of Time Warner. We’re going to make this thing work the way it was originally supposed to work,’

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,

I don’t think there is anyone who is positioned to challenge the U.S. (Internet) leadership.

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.

HP has a significant weight around its neck with its PC business, … It cannot match Dell’s business model.

Dell, unlike the other major names I follow, tells you what earnings they are going to hit and then simply delivers,

It was better than I had expected and most importantly they are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year ’05.

They are clearly guiding us up for December, so I think there is a chance for a very strong finish for calendar year ’05.

Today, they made it clear they’re not in trouble.

There are a number of pieces of IBM’s business that don’t get as much credit as they should. These are categories that people had expected fairly little from and they are turning out to be...

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...

Should Scott McNealy be leaving Sun Microsystems — now?

I think most of what people will be looking for will be discussed on the conference call. There’s a lot going on in the product front.

The transition to 64-bit computing is not in everyone’s forecast. PC and server growth should be much higher than people are expecting and numbers for Dell will continue to come up,

There’s a growing feeling that Apple isn’t the media’s best friend. The media companies see downloading (content) as the future of their businesses, and they don’t like one company holding 70% or 80% of the...

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...

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...

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,

This sounds to me like a preview of what we’re going to see next week.

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...

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.

If they are successful in saving that order of magnitude, it will fall directly to the bottom line.

IBM is perhaps the most important earnings call because this company is the one that has made itself out as a new model of a major tech company,

It’s clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, … That’s a segment Apple does very...

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,

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...

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...

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.

It’s a positive for Microsoft. I think it’s been very much misunderstood.

Bill is back he’s now thinking about the Microsoft that has to be built.

It’s critical to remember that these are really devices that are attached to a much wider range of services and interests on the part of customers that I think are fundamentally changing what used to...

This is now a period with a lot of anticipation for new products. Only six months ago people were quite convinced that calendar 2005 would be a dead year as we waited for Longhorn but...

This is an important signal for not just Microsoft but others in tech.

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.