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Letter "R" » Rick Sherlund Quotes
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«They said the pipeline looks strong, but they've had difficulty turning that in to revenue,»
Author: Rick Sherlund
«Companies are reluctant to buy stuff that's disruptive to their infrastructure»
Author: Rick Sherlund
«Microsoft's management has not changed its posture on the quarter, but we believe recent data suggests that Street estimates may need to come down,»
Author: Rick Sherlund
«Most of us thought that [earnings per share] would be 64 cents, so clearly, much better than expected,»
Author: Rick Sherlund
«may be the twist that makes this more successful than other attempts to erode the (Microsoft) Office franchise.»
Author: Rick Sherlund
«Consumer PC sales account for only about 10 percent of Microsoft's total revenues, so with corporate demand likely in line with expectations, our estimate revision is only relatively moderate,»
Author: Rick Sherlund
«We do not believe all the bad news is out yet in the software sector.»
Author: Rick Sherlund
«It's not clear what the constraint on supply is.»
Author: Rick Sherlund
«Microsoft needs to show all the 'eye candy' features that reside in Vista.»
Author: Rick Sherlund
«It is clear that something disrupted the supply of Xbox 360 shipments in the quarter. There does not appear to be any end-of-year catch-up in shipments.»
Author: Rick Sherlund
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