Steven Milunovich Ibm Quotations

We believe that IBM is a second-half story and now we're there. We believe earnings growth should take the stock higher and we'd be even more optimistic if we had confidence in execution. We think the key to long-term appreciation is figuring out if IBM is a new technology or old technology stock. It's some of both now.

Next year IBM is probably going to come in roaring back into the second half, but in between it's a mess,

Clearly they were bullish and they were really pointed to (the fact) that IBM is getting a benefit from the Internet.