Melissa Eisenstat
Melissa Eisenstat
call clout coming companies deliver departure executives exit fortune heels increases leadership leaves question ray risk senior universal
Bloom's exit coming at the heels of COO Ray Lane's departure leaves only Ellison with the kind of universal clout to call on senior executives at Fortune 500 companies to deliver Oracle's suite message. We think that the leadership question increases the risk to the story.
adopted believe bullish computing corporate next platform remain ultimately widely windows
We believe that Windows 2000 will ultimately be a widely adopted corporate computing platform over the next two years, and we remain bullish on Microsoft's prospects.
above business coming continued core expect fourth kicking pc quarter sales slightly third until weakness windows
With Windows 2000 revenues not really kicking in until 2001 and the continued weakness of the business PC sales impacting Microsoft's core business, we expect the fourth quarter to be lackluster, coming in slightly above the third quarter.
backed believe corner economy itself management sole using
We believe that Oracle's management backed itself into a corner by using the economy as their sole explanation for their shortfall.
believe civil damages flood law lawsuits likely loss microsoft monetary opens period regard seeking subjects
We regard Microsoft's loss to be a foregone conclusion, which subjects it to damages that will likely be undetermined for a period of months. We also believe the issuing of the conclusions of law opens Microsoft to a flood of civil lawsuits seeking monetary damages.
business improving key windows
What we do see as key are Microsoft's improving business fundamentals, specifically ... Windows 2000 and the Internet.