Rick Sherlund
Rick Sherlund
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.
judge progress spending time unless
I just don't think Judge Posner would be spending time on this unless they were making progress,
address conclude direction gotta microsoft step taking today understand
I see Microsoft today saying, 'We understand that. Here's our first step in that direction, and how we address it.' That's all I think you can conclude today, is they're taking their first steps. They've gotta do it.
bad believe news software
We do not believe all the bad news is out yet in the software sector.
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,
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.
figure growth rate trying
I think the Street's trying to figure out what is the long-term growth rate here,
activity appears comment management status
Management will not comment on the status of the DOJ settlement discussions, but it appears to us that things may be heating up, ... There appears to be a flurry of activity on the settlement front, but no way of gauging probabilities.
basic broken cannot company easily management marketing microsoft product research sales support
Microsoft cannot easily be broken up. It is a unitary company with one management team, one headquarters, one set of sales and marketing offices, one sales force, one product support organization, one basic research unit, etc.
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,
believe changed data estimates management posture recent street
Microsoft's management has not changed its posture on the quarter, but we believe recent data suggests that Street estimates may need to come down,
features microsoft needs reside
Microsoft needs to show all the 'eye candy' features that reside in Vista.
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.
actions civil concern gives leverage
We have over 100 civil actions already filed. There's concern that this gives them some leverage going forward.