Quotes by Mark Stahlman

“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 of unknowns for them.”

“Its 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, ... Thats a segment Apple does very well in; so does Hewlett-Packard. Dell has to try to sell to that customer.”

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

“I think were going to see very strong reports for both Dell and H.P.. All the evidence suggests that PCs, including servers, are selling surprisingly well.”

“This is actually a fairly attractive multiple, ... Many seem to be trapped in a time machine, namely that were dealing with a bubble here. But I dont think thats the case.”

“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 its going to be more dynamic than that,”

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

“Weve 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.”

“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.”

“The concerns that everybody had over the summer that maybe growth was finished -- clearly that was wrong.”