Rick Sherlund
Rick Sherlund
appear due earlier estimate evidence fast growing growth likely march november occurred offset pc quarter reducing revenue sluggish unit weakness
We are reducing our March quarter revenue estimate due to growing evidence that PC unit growth did not likely come up to our expectations. PC growth was very sluggish from November through February, and while it reaccelerated in March, it does not appear to have occurred fast enough to offset the weakness earlier in the quarter.
atrophy growth ibm increasing microsoft might pc platform risk robust wireless
There is an increasing risk that Microsoft might atrophy on the PC platform as IBM did on the mainframe platform, while robust growth shifts to hand-held and wireless devices,
believe business determined given monopoly operating provides systems
We believe this provides little to no remedy, given that the operating systems business is still a monopoly business as determined by the court.
despite quarter sales turned xbox
The quarter was pretty much in line, but despite all the hoopla the Xbox sales turned out to be better than we thought.