Rick Sherlund
Rick Sherlund
becoming cloud department engage horizon justice longer possible
I think the big cloud on the horizon has been the Department of Justice lawsuit, but I'm becoming more optimistic, the longer they engage in negotiations, that a settlement may be possible here,
appear clear disrupted shipments supply xbox
It is clear that something disrupted the supply of Xbox 360 shipments in the quarter. There does not appear to be any end-of-year catch-up in shipments.
address conclude direction gotta microsoft step taking today understand
I see Microsoft today saying, 'We understand that. Here's our first step in that direction, and how we address it.' That's all I think you can conclude today, is they're taking their first steps. They've gotta do it.
affected certainly
It certainly rippled through and affected a lot of companies.
massive open stock
I think that would take the stock down a lot. It would open them up to massive follow-on litigation.
atrophy growth ibm increasing microsoft might pc platform risk robust wireless
There is an increasing risk that Microsoft might atrophy on the PC platform as IBM did on the mainframe platform, while robust growth shifts to hand-held and wireless devices,
benefit internet oracle presence provider
Oracle may benefit from its presence as an Internet infrastructure provider as its applications and databases become more Internet centric.
august compelled cost cut estimates given growth numbers oracle rates
Oracle has an August quarter, so we are more compelled to cut estimates now. Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
august compelled cost cut estimates given growth numbers oracle rates
Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
judge progress spending time unless
I just don't think Judge Posner would be spending time on this unless they were making progress,
clear constraint supply
It's not clear what the constraint on supply is.
few product question remember scheme
In the whole scheme of things, are we ever going to remember when this product shipped, a few years down the road? No. It's going to be a big product. It's a question of timing.
likely march questions raise strength
Intel's pre-announcement will likely raise questions about the strength of Microsoft's March quarter.
billion cents company estimates remains revenue september
The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter.