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,