29 ordspråk av Brendan Barnicle

Brendan Barnicle

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 The database business is a huge business, quite mature. That's where we need to see the growth, even though we look to the see the applications asset of the business.

 The guidance is a little disappointing.

 The lawsuits ... are a constant over-hang on the stock and it's pretty well reflected in the stock.

 The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense.

 These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way,

 These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way.

 These are pretty decent numbers given where expectations were for the company.

 They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses.

 This news could be enough to move the stock higher. People have been looking for reasons to buy Microsoft. It's still undervalued.

 We are really seeing a change in the landscape of tech for the first time in five years.

 We'd hoped to see a little more upside.

 We've had this lull before the new products come, so we're going to need to see those new products driving double-digit earnings growth again.

 What's interesting is that Microsoft is now more of a leverage story.

 You can only imagine that they could end up spending an incremental billion to billion and a half [dollars] in the next fiscal year launching new products.


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