Mark Stahlman Ibm Quotations

We thought they would have a good quarter but it looks like they had an excellent quarter, ... With these bookings numbers you have to toss out any idea that IBM is losing ground in services. They are probably picking up market share.

IBM is perhaps the most important earnings call because this company is the one that has made itself out as a new model of a major tech company,

IBM is firing on more cylinders than many expected. The fourth quarter is shaping up to be particularly strong. It's the first time in many years we have visibility to year-end and all indications are positive.

I think this quarter demonstrates how unsettled market conditions are. The old IBM doesn't fit with the new markets. IBM understands this and is trying to move quickly to change itself. This elephant has been dancing on stilts.