Mark Stahlman Strong Quotations

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.

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.

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 and/or to exit strong performing stocks too soon.

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

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.