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More - Chris Shilakes Quotes

With the stock trading at premium multiples and momentum investors exiting the stock, it may take some time ... to re-establish an upward trend. - Chris Shilakes Quotes

With the stock trading at premium multiples and momentum investors exiting the stock, it may take some time ... to re-establish an upward trend.

On calendar year 2000 revenues, this would yield a $387.9 billion market cap, or $70 per share. This is right in line with current trading levels. - Chris Shilakes Quotes

On calendar year 2000 revenues, this would yield a $387.9 billion market cap, or $70 per share. This is right in line with current trading levels.

These stellar results should continue the upswing in e-commerce software stocks on a positive start to earnings season. - Chris Shilakes Quotes

These stellar results should continue the upswing in e-commerce software stocks on a positive start to earnings season.

We believe Microsoft will be hurt by weakness in the consumer PC space, which represents roughly 10-15 percent of its business. As we have said, the shift to browser-based computing is slowing the need for upgrades, and perhaps the more sophisticated gaming platforms are removing the need for homes to have the latest high performance PC's. As a result, corporate PC's will have to pick up the slack in the next quarter. - Chris Shilakes Quotes

We believe Microsoft will be hurt by weakness in the consumer PC space, which represents roughly 10-15 percent of its business. As we have said, the shift to browser-based computing is slowing the need for upgrades, and perhaps the more sophisticated gaming platforms are removing the need for homes to have the latest high performance PC's. As a result, corporate PC's will have to pick up the slack in the next quarter.

We expect Oracle could appreciate at a more tempered rate over the intermediate term as fourth-quarter ... license revenues were muted by sluggish database growth, with strong earnings-per-share upside on continued margin expansion. - Chris Shilakes Quotes

We expect Oracle could appreciate at a more tempered rate over the intermediate term as fourth-quarter ... license revenues were muted by sluggish database growth, with strong earnings-per-share upside on continued margin expansion.

We believe that Oracle shares, which closed Monday below $15, have limited downside and may move to near the $20 level over the next 12 to 18 months on a modestly improved earnings outlook and expanded [price-to-earnings] multiple, perhaps to the 38 to 40 range. - Chris Shilakes Quotes

We believe that Oracle shares, which closed Monday below $15, have limited downside and may move to near the $20 level over the next 12 to 18 months on a modestly improved earnings outlook and expanded [price-to-earnings] multiple, perhaps to the 38 to 40 range.

Given this timing and uncertainty of the outcome of the appeals process, we are reluctant to respond to requests we have for breakup valuation. But using just a 'back of the envelope' valuation, based on current revenue multiples for comparables to each business unit, we would assign a 15x revenue multiple to the Windows business unit and a 17x revenue multiple to the applications business. - Chris Shilakes Quotes

Given this timing and uncertainty of the outcome of the appeals process, we are reluctant to respond to requests we have for breakup valuation. But using just a 'back of the envelope' valuation, based on current revenue multiples for comparables to each business unit, we would assign a 15x revenue multiple to the Windows business unit and a 17x revenue multiple to the applications business.

I think Oracle's fighting an uphill battle there. - Chris Shilakes Quotes

I think Oracle's fighting an uphill battle there.

We are leaving our fiscal 2001 estimates and $87 12-month price objective for Microsoft materially unchanged, following fourth-quarter results that were largely devoid of the drama of the past two quarters. Nonetheless, 'caution' remains the operative word from Microsoft management, as continued choppy monthly unit demand from business PCs and a deliberate, gradual ramp from Windows 2000 platforms and related applications hinders near-term growth. - Chris Shilakes Quotes

We are leaving our fiscal 2001 estimates and $87 12-month price objective for Microsoft materially unchanged, following fourth-quarter results that were largely devoid of the drama of the past two quarters. Nonetheless, 'caution' remains the operative word from Microsoft management, as continued choppy monthly unit demand from business PCs and a deliberate, gradual ramp from Windows 2000 platforms and related applications hinders near-term growth.

Our model forecasts applications license revenue growth of 55 percent and database license revenue growth of 18 percent. We expect Oracle to deliver applications growth consistent with our model and database growth in-line to slightly better than our projections. - Chris Shilakes Quotes

Our model forecasts applications license revenue growth of 55 percent and database license revenue growth of 18 percent. We expect Oracle to deliver applications growth consistent with our model and database growth in-line to slightly better than our projections.

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