Charles Bona
Charles Bona
begin company earnings fat increased margin miss mostly run
The miss on earnings is mostly because of margin compression and increased costs. They run this company really fat to begin with, and if they are getting even fatter, it's absurd.
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.
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.
somewhat swings
The swings are going to be very rapid, and they could be somewhat sizeable.