Alex Vallecillo
Alex Vallecillo
avenues computer create extent growth hard large limited microsoft outlook paddling personal side
The growth outlook for Microsoft is very muted. To a large extent it's unexciting. They've been paddling really hard to create new avenues of growth but they're limited by the personal computer side of their business.
cash days good management preserve rainy saying shell since
It's good that management is not going into a shell and saying they want to preserve cash for the rainiest of rainy days since it is already rainy.
direction gross margins moving
It's very important to get gross margins moving in the right direction.