Rick Sherlund
Rick Sherlund
cloud department horizon justice
The big cloud on the horizon has been the Department of Justice lawsuit,
difficulty looks pipeline turning
They said the pipeline looks strong, but they've had difficulty turning that in to revenue,
basis favorable investors might news somewhat spin tangible
might put a somewhat more favorable spin on the news and give investors some more tangible basis for optimism.
august compelled cost cut estimates given growth numbers oracle rates
Oracle has an August quarter, so we are more compelled to cut estimates now. Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
behind despite economy-and-economics overall recovery sector strong tech
Despite overall strong macro data, a recovery in the tech sector is lagging well behind the overall U.S. economy,
above evidence given pc quarter reduced results slowing
The results were above our estimates, which had been reduced during the quarter given evidence of slowing PC demand.
figure growth rate trying
I think the Street's trying to figure out what is the long-term growth rate here,
basis corporate december entirely estimates further pc point quarter results revising stock woods
The stock may not yet be entirely out of the woods if the December quarter results do not show some further re-acceleration in corporate PC demand, at which point there may be a better basis for revising estimates further,
cap combine company equal far ford general growth half market premier trading
Microsoft's market cap right now is $208 billion. If you were to combine Ford and General Motors market cap(s) . . . that would only equal half of (Microsoft's) market cap. Granted, (Microsoft) by far is the premier growth company in the world today. But again, it is trading at 60 times earnings,
appear clear disrupted shipments supply xbox
It is clear that something disrupted the supply of Xbox 360 shipments in the quarter. There does not appear to be any end-of-year catch-up in shipments.
bad cycle flowing harmful investors looking next product rewards stock surprise year
It's bad to surprise the Street. It's harmful to the stock because investors are looking for the rewards of this big product cycle next year flowing through to earnings.
benefit internet oracle presence provider
Oracle may benefit from its presence as an Internet infrastructure provider as its applications and databases become more Internet centric.
buy companies disruptive reluctant stuff
Companies are reluctant to buy stuff that's disruptive to their infrastructure
features microsoft needs reside
Microsoft needs to show all the 'eye candy' features that reside in Vista.