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Letter "R" » Rick Sherlund Quotes
«I think the Street's trying to figure out what is the long-term growth rate here,»
«We picked the stocks that we thought had the biggest market cap, the strongest fundamentals, and importantly, a lot of liquidity, so you can get in and you can get out,»
«There is an increasing risk that Microsoft might atrophy on the PC platform as IBM did on the mainframe platform, while robust growth shifts to hand-held and wireless devices,»
«I just don't think Judge Posner would be spending time on this unless they were making progress,»
«We believe investors will need to hunker down for a potentially long process, possibly leading through appeal into 2001, ... For now, this will be a prominent issue but may become a back-burner issue during lulls in the action.»
«We believe investors will need to hunker down for a potentially long process, possibly leading through appeal into 2001, ... The potential for third-party antitrust suits seeking damages could be a more tangible negative, attempting to leverage off of the Judge's findings.»
«Oracle may benefit from its presence as an Internet infrastructure provider as its applications and databases become more Internet centric.»
«Microsoft's market cap right now is $208 billion. If you were to combine Ford and General Motors market cap(s) . . . that would only equal half of (Microsoft's) market cap. Granted, (Microsoft) by far is the premier growth company in the world today. But again, it is trading at 60 times earnings,»
«We believe investors will need to hunker down for a potentially long process, possibly leading through appeal into 2001. For now, this will be a prominent issue but may become a back-burner issue during lulls in the action.»
«We picked the stocks that we thought had the biggest market cap, the strongest fundamentals, and importantly, a lot of liquidity, so you can get in and you can get out.»