Rick Sherlund
Rick Sherlund
massive open stock
I think that would take the stock down a lot. It would open them up to massive follow-on litigation.
begin believe benefit cycles earnings increase late momentum office revenue stock upgrade windows
We believe there will be an increase in revenue and earnings momentum and a corresponding benefit to the stock as Windows Vista and Office 12 upgrade cycles begin late in the year.
build stock year
As the year progresses, the stock will build its multiple.
bad cycle flowing harmful investors looking next product rewards stock surprise year
It's bad to surprise the Street. It's harmful to the stock because investors are looking for the rewards of this big product cycle next year flowing through to earnings.
basis corporate december entirely estimates further pc point quarter results revising stock woods
The stock may not yet be entirely out of the woods if the December quarter results do not show some further re-acceleration in corporate PC demand, at which point there may be a better basis for revising estimates further,
continue good level month months news next stock three
The stock had been at about this level just a month ago, and I think this is going to continue to be a damper, at least for the next three months or so. The news doesn't look like it's going to be good for a while.
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,
believe below earlier encouraged flow good growth historic likely products raised relative safe shares stock valued
We are encouraged by this and have raised estimates, essentially back to earlier levels. While the stock is richly valued and the growth is still well below historic levels, we believe there is a good flow of upcoming new products and the shares are likely a relative safe harbor.
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.
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.
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.