Brendan Barnicle
Brendan Barnicle
leverage microsoft
What's interesting is that Microsoft is now more of a leverage story.
glory growth investors levels microsoft products return thinking
Investors were thinking that these new products were going to return Microsoft to the same levels of growth and profitability as it had in its glory days.
betting next oracle sometime stumbling year
Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,
billion bottom businesses continue contribute dollar line meaningful profitable profits ramp
These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way.
activity software stocks
Particularly in the software sector, so much of what's going on with these stocks now has nothing to do with the fundamentals. It all has to do with this M&A activity that's going on and the uncertainty around it.
hoped
We'd hoped to see a little more upside.