More - Brendan Barnicle Quotes

They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses.

Brendan Barnicle

 

These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way.

Brendan Barnicle

 

These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way,

Brendan Barnicle

 

It was shocking. They gave this guidance, but the stock didn't go down much right away because no one believed it could be that far off. The expenses are wildly higher than anyone had expected.

Brendan Barnicle

 Guidance

You can only imagine that they could end up spending an incremental billion to billion and a half [dollars] in the next fiscal year launching new products.

Brendan Barnicle

 

Pricing pressure is killing the application software companies and that's the reason for weakness, ... And we have definitely heard from customers that they are unwilling to buy from either Oracle or PeopleSoft until the takeover situation is resolved.

Brendan Barnicle

 Killing

What's interesting is that Microsoft is now more of a leverage story.

Brendan Barnicle

 

Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,

Brendan Barnicle

 Betting

Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low.

Brendan Barnicle

 

Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely.

Brendan Barnicle

 Betting