Rick Sherlund
Rick Sherlund
bad likely news reflected
significant bad news may likely already be reflected in the stock.
appeals case court investors judge modified optimistic twice
The appeals court has twice overturned the judge in this case, so I think investors are optimistic that this case could be significantly modified or overturned on appeal.
direction economy gain longer moving taking tech
The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector.
few product question remember scheme
In the whole scheme of things, are we ever going to remember when this product shipped, a few years down the road? No. It's going to be a big product. It's a question of timing.
billion cents company estimates remains revenue september
The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter.
actions civil concern gives leverage
We have over 100 civil actions already filed. There's concern that this gives them some leverage going forward.
biggest market picked stocks strongest
We picked the stocks that we thought had the biggest market cap, the strongest fundamentals, and importantly, a lot of liquidity, so you can get in and you can get out,
begin believe benefit cycles earnings increase late momentum office revenue stock upgrade windows
We believe there will be an increase in revenue and earnings momentum and a corresponding benefit to the stock as Windows Vista and Office 12 upgrade cycles begin late in the year.
add compete deliver given hat ibm microsoft move oracle red stack technology view
We view this favorably for Red Hat, given our view that Red Hat will need to move up the infrastructure stack and add a database, application server, portal, and integration technology to deliver an open-source infrastructure stack to compete with that of BEA , Oracle , IBM and Microsoft .
appears business currently line management plans spoken tracking
We have spoken with management and there are currently no plans for an pre-announcement, as business appears to be tracking in line with expectations,
bad believe news software
We do not believe all the bad news is out yet in the software sector.
advertising estimates growth last pc potential reflect slower sluggish week
We trimmed estimates last week to reflect even more sluggish PC demand, the potential for slower server growth and slower on-line advertising for MSN,
million relief sigh xbox
We thought that they would do 1.3 million units, after all the difficulties shipping, so there is a sigh of relief on the Xbox 360.
added appears believe clear dimension front oracle platform shift systems
We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue.