David Hilal
David Hilal
capacity create december fact holiday impact material microsoft overall quarter shopping xbox
Xbox does have a material impact for Microsoft in the December quarter because of the holiday shopping season. The fact it was capacity constrained in December will probably create some headwinds for their overall quarter.
ahead business good
The server business did really well. There are good things going on ahead of Longhorn.
brought investors land mine money step
Investors feel they are not going to step in a land mine -- that's brought money back to the sector.
investors lose remedy sleep software
This is just part of the software world. And because there's a remedy for these problems, investors don't lose too much sleep over it.
believe billion cash equity fell good nearly portion
In one fell swoop, nearly $33 billion is getting rotated out of equity into cash and I do believe a good portion of that will find its way back into Microsoft.
broaden companies ripe solution today
Entrust is one of the companies today that has a very specialized solution and has yet to broaden its portfolio. It's ripe for acquisition.
growth levels microsoft nice steady
It's very much steady Eddie. Microsoft showed nice growth and better levels of profitability.
believe drag issue led legal people side thorn
This is the one legal issue that was a big thorn in Microsoft's side and most people were led to believe is that this would drag on and on and on.
everybody month news
Everybody was prepped by Oracle's news a month ago. Expectations were going down.
continue difficult management pickup seeing software teams
Things continue to be difficult -- software management teams and salespeople are not seeing a pickup in software buying.
awesome certainly companies company earnings franchise great growth near pay paying strongest technology three unheard
For a company with great profitability and a near monopoly, it would certainly not be unheard of to pay two to three times the growth rate. So paying 25 times earnings for one of the strongest technology companies with an awesome franchise is fair.
blamed companies giving investors pass software war
A lot of the shortfalls are being blamed on the onset of the war so investors are giving the software companies a pass this quarter.
deal liked outweigh positives series
Strategically, the deal makes sense. I would have liked the deal better if it wasn't part of a series of acquisitions ... but I still think the positives outweigh the negatives.