Rick Sherlund
Rick Sherlund
added appears believe clear dimension front oracle platform shift systems
We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue.
believe business determined given monopoly operating provides systems
We believe this provides little to no remedy, given that the operating systems business is still a monopoly business as determined by the court.
massive open stock
I think that would take the stock down a lot. It would open them up to massive follow-on litigation.
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.
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.
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.
basic broken cannot company easily management marketing microsoft product research sales support
Microsoft cannot easily be broken up. It is a unitary company with one management team, one headquarters, one set of sales and marketing offices, one sales force, one product support organization, one basic research unit, etc.
cap combine company equal far ford general growth half market premier trading
Microsoft's market cap right now is $208 billion. If you were to combine Ford and General Motors market cap(s) . . . that would only equal half of (Microsoft's) market cap. Granted, (Microsoft) by far is the premier growth company in the world today. But again, it is trading at 60 times earnings,
believe changed data estimates management posture recent street
Microsoft's management has not changed its posture on the quarter, but we believe recent data suggests that Street estimates may need to come down,
features microsoft needs reside
Microsoft needs to show all the 'eye candy' features that reside in Vista.
basis favorable investors might news somewhat spin tangible
might put a somewhat more favorable spin on the news and give investors some more tangible basis for optimism.