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 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. Steve Milunovich
 Technology

More - Steve Milunovich Quotes

The impression is that Compaq couldn't attract a heavy hitter from the outside. - Steve Milunovich Quotes

The impression is that Compaq couldn't attract a heavy hitter from the outside.

Steve Milunovich

 
Sun is seeing some strength in government and healthcare, but competition -- mostly with IBM -- remains acute, - Steve Milunovich Quotes

Sun is seeing some strength in government and healthcare, but competition -- mostly with IBM -- remains acute,

Steve Milunovich

 Competition
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. - Steve Milunovich 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.

Steve Milunovich

 Sales
I think there's a negative psychology in technology, and we're not out of October yet. I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first. - Steve Milunovich Quotes

I think there's a negative psychology in technology, and we're not out of October yet. I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first.

Steve Milunovich

 Psychology
I think there's a negative psychology in technology, and we're not out of October yet, ... I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first. - Steve Milunovich Quotes

I think there's a negative psychology in technology, and we're not out of October yet, ... I think there are mostly continued concerns on technology in general, but particularly on spending on telecom. When you look at which parts of technology are the weakest today, you see networking first.

Steve Milunovich

 Psychology
Or thesis has been that HP would have a solid second half, driven by strong results in the consumer market, which should move the stock back up to our price objective of $140. - Steve Milunovich Quotes

Or thesis has been that HP would have a solid second half, driven by strong results in the consumer market, which should move the stock back up to our price objective of $140.

Steve Milunovich

 
Or thesis has been that HP would have a solid second half, driven by strong results in the consumer market, which should move the stock back up to our price objective of $140, - Steve Milunovich Quotes

Or thesis has been that HP would have a solid second half, driven by strong results in the consumer market, which should move the stock back up to our price objective of $140,

Steve Milunovich

 
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, - Steve Milunovich Quotes

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,

Steve Milunovich

 Income
There is no smoking gun in IBM's 10K. - Steve Milunovich Quotes

There is no smoking gun in IBM's 10K.

Steve Milunovich

 Smoking
In fact, increased disclosure paints IBM's financial position in a somewhat more positive light. - Steve Milunovich Quotes

In fact, increased disclosure paints IBM's financial position in a somewhat more positive light.

Steve Milunovich

 
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