Brendan Barnicle
Brendan Barnicle
larry pine
Larry will go out of there in a pine box.
leverage microsoft
What's interesting is that Microsoft is now more of a leverage story.
apple impact wonder
I wonder if it isn't the impact of Apple and other players,
activity software stocks
Particularly in the software sector, so much of what's going on with these stocks now has nothing to do with the fundamentals. It all has to do with this M&A activity that's going on and the uncertainty around it.
betting next oracle sometime stumbling year
Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,
earnings guidance light lower negative news terms unlikely
Most of the news in terms of earnings is out there. If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.
earnings guidance light lower negative news terms unlikely
Most of the news in terms of earnings is out there, ... If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.
deal happening microsoft spending twice
Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low.
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.
good people quarter revenue
The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense.
change five landscape seeing tech time
We are really seeing a change in the landscape of tech for the first time in five years.
driving earnings growth lull products
We've had this lull before the new products come, so we're going to need to see those new products driving double-digit earnings growth again.
buy looking move news people reasons stock
This news could be enough to move the stock higher. People have been looking for reasons to buy Microsoft. It's still undervalued.
hoped
We'd hoped to see a little more upside.