Rick Sherlund
Rick Sherlund
actions civil concern gives leverage
We have over 100 civil actions already filed. There's concern that this gives them some leverage going forward.
allow bail climb company dug fast hole hoped january march strong themselves track
We hoped that March would be back on track and strong enough to bail out the quarter, but it doesn't look like it got there fast enough to really allow this company to climb out of the hole they dug themselves in for January and February.
bad believe news software
We do not believe all the bad news is out yet in the software sector.
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.
despite quarter sales turned xbox
The quarter was pretty much in line, but despite all the hoopla the Xbox sales turned out to be better than we thought.
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.
companies difficult given oracle relief switch transition view
Given the difficult transition for other companies that have made the switch (to subscription accounting), we view this with some relief for Oracle stock.
bad likely news reflected
significant bad news may likely already be reflected in the stock.
attempts office successful twist
may be the twist that makes this more successful than other attempts to erode the (Microsoft) Office franchise.
million relief sigh xbox
We thought that they would do 1.3 million units, after all the difficulties shipping, so there is a sigh of relief on the Xbox 360.
biggest market picked stocks strongest
We picked the stocks that we thought had the biggest market cap, the strongest fundamentals, and importantly, a lot of liquidity, so you can get in and you can get out,
agreements although bigger china corporate customers encourage encouraged enterprise help manage material microsoft might office opportunity reason sign software step
While not that material to the company, it is a step in the right direction. The bigger opportunity to Microsoft might be to encourage corporate customers in China to sign up for enterprise agreements to help better manage the implementation of new software such as Vista and Office 2007, although we see no reason to be encouraged at this stage.
add compete deliver given hat ibm microsoft move oracle red stack technology view
We view this favorably for Red Hat, given our view that Red Hat will need to move up the infrastructure stack and add a database, application server, portal, and integration technology to deliver an open-source infrastructure stack to compete with that of BEA , Oracle , IBM and Microsoft .