Charles Bona
![Charles Bona](/assets/img/authors/unknown.jpg)
Charles Bona
announced costs couple cut hundred imagine million mix oracle toward
Oracle said it wanted to cut costs by a couple hundred million when it announced the deal. I would imagine it will come from a mix of the two companies, but more heavily weighted toward Oracle.
trails whether
I don't know whether you have 'anti-social' trails here,
compelling feeling good hard individual investor microsoft software strategy
I think that the fluctuations are going to be very hard for the individual investor to keep up with. But our feeling is that Microsoft is a compelling software story at these valuations, and we have an 'outperform' on the stock. Buy-and-hold is a good strategy here.
microsoft roots
Microsoft is really going back to its roots here.
somewhat swings
The swings are going to be very rapid, and they could be somewhat sizeable.