Brendan Barnicle
Brendan Barnicle
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.
leverage microsoft
What's interesting is that Microsoft is now more of a leverage story.
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.
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.
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.
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.
apple impact wonder
I wonder if it isn't the impact of Apple and other players,
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.
billion cents earnings licenses oracle reports rip stock
If Oracle did $1.2 billion in licenses and reports earnings of 15 cents a share, the stock will rip on that,
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.
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.