Brendan Barnicle
Brendan Barnicle
computing core energies focus harmful media microsoft moving resources strategic trends
Microsoft is moving away from some of these strategic media investments they had made in the '90s so they can focus their energies and resources on the Internet-based computing trends that are occurring right now and could potentially be harmful to their core business.
asset business database huge quite though
The database business is a huge business, quite mature. That's where we need to see the growth, even though we look to the see the applications asset of the business.
glory growth investors levels microsoft products return thinking
Investors were thinking that these new products were going to return Microsoft to the same levels of growth and profitability as it had in its glory days.
anyone believed expenses far gave guidance higher stock wildly
It was shocking. They gave this guidance, but the stock didn't go down much right away because no one believed it could be that far off. The expenses are wildly higher than anyone had expected.
created maybe strategies
They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses.
clearly exactly hurting investors involved market sap share taking time
SAP is clearly taking share in the applications market and that's hurting PeopleSoft and Oracle, ... This is exactly the time for investors to get involved in SAP.
decent given numbers
These are pretty decent numbers given where expectations were for the company.
billion bottom businesses continue contribute dollar line meaningful profitable profits ramp
These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way.