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. - Rick Sherlund Quotes
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. Rick Sherlund
 Direction

More - Rick Sherlund Quotes

Companies are reluctant to buy stuff that's disruptive to their infrastructure - Rick Sherlund Quotes

Companies are reluctant to buy stuff that's disruptive to their infrastructure

Rick Sherlund

 
I think that would take the stock down a lot. It would open them up to massive follow-on litigation. - Rick Sherlund Quotes

I think that would take the stock down a lot. It would open them up to massive follow-on litigation.

Rick Sherlund

 
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, - Rick Sherlund Quotes

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,

Rick Sherlund

 
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 (personal computer) demand, at which point there may be a better basis for revising estimates further, - Rick Sherlund Quotes

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 (personal computer) demand, at which point there may be a better basis for revising estimates further,

Rick Sherlund

 
Estimating results has been like catching a falling knife this year and we do not believe Street estimates yet capture the magnitude of capital spending constraints going into 2002, particularly considering anecdotal data coming out of Europe, - Rick Sherlund Quotes

Estimating results has been like catching a falling knife this year and we do not believe Street estimates yet capture the magnitude of capital spending constraints going into 2002, particularly considering anecdotal data coming out of Europe,

Rick Sherlund

 Believe
Estimating results has been like catching a falling knife this year and we do not believe Street estimates yet capture the magnitude of capital spending constraints going into 2002, particularly considering anecdotal data coming out of Europe. - Rick Sherlund Quotes

Estimating results has been like catching a falling knife this year and we do not believe Street estimates yet capture the magnitude of capital spending constraints going into 2002, particularly considering anecdotal data coming out of Europe.

Rick Sherlund

 Believe
The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector. - Rick Sherlund Quotes

The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector.

Rick Sherlund

 Direction
The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector, - Rick Sherlund Quotes

The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector,

Rick Sherlund

 Direction
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. - Rick Sherlund Quotes

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.

Rick Sherlund

 
The quarter was pretty much in line, but despite all the hoopla the Xbox sales turned out to be better than we thought. - Rick Sherlund Quotes

The quarter was pretty much in line, but despite all the hoopla the Xbox sales turned out to be better than we thought.

Rick Sherlund

 
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