Steve Milunovich Ibm Quotations

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,

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

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.

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.