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Letter "R" » Rick Sherlund Quotes
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«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.»
Author: Rick Sherlund
«It shows that they get it.»
Author: Rick Sherlund
«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.»
Author: Rick Sherlund
«Intel's pre-announcement will likely raise questions about the strength of Microsoft's March quarter.»
Author: Rick Sherlund
«significant bad news may likely already be reflected in the stock.»
Author: Rick Sherlund
«The results were above our estimates, which had been reduced during the quarter given evidence of slowing PC demand.»
Author: Rick Sherlund
«We have spoken with management and there are currently no plans for an pre-announcement, as business appears to be tracking in line with expectations,»
Author: Rick Sherlund
«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.»
Author: Rick Sherlund
«might put a somewhat more favorable spin on the news and give investors some more tangible basis for optimism.»
Author: Rick Sherlund
«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.»
Author: Rick Sherlund
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