Thomas Kraemer Quotations
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Believe Quotes
We believe that established enterprises accelerated IT, equity investment, partnerships, and other types in spending since they feared that an unexpected and superior dot.com business model would threaten their existence. With the diminution of the dot.com threat, purchase cycles should lengthen, return on investment should matter again, and the worth of business models will have to be demonstrated.
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Ability Quotes
Although the results were solid, and we expect the stock to respond favorably in the near term, we continue to rate the shares 'neutral' due to long-term concerns over IBM's server businesses and overall IT spending. Our surveys suggest that server and IT spending could weaken throughout the year, thereby questioning IBM's ability to meet revenue expectations.