Jamie Friedman
Jamie Friedman
available company continues lack publicly seem time trivial
The company does seem to be doing better already than it did any time it did during 2004, ... The lack of publicly available financials continues to be a hindrance, and that's not a trivial issue.
burned chicago cow great kicked
It's like the cow that kicked the candle, that burned the barn, that started the Great Chicago Fire.
coming company growth market next product
The growth of the company oscillates between product cycles, and it has a lot of new product coming to market in the next 18 months.
ray role skill technology valuable
Ray Ozzie is a valuable technology resource, and his role now will be more delineated. It's a better use of Ray and his skill set and training.
concerns couple created future gives past revenue stock visibility weakness
Unearned revenue is really important because it gives visibility into future revenue. In our view, concerns about it have created the weakness in Microsoft's stock for the past couple of years,