Any time there's uncertainty, it puts pressure on the stock. So, if you think that uncertainty is going to be removed from the story, then you're going to have a positive reaction. |
These two individuals have been running the show for quite a while, and they work together well. They've done it for years, and I don't think, from an execution perspective, it's a dramatic shift. |
This is unlike Standard Oil or AT&T, where there were physical assets. This is an intellectual property-focused case, so it's about people and software. |
We are lowering our rating...as we await evidence of recovery in the IBM OS/390 mainframe market and improved traction in the European sales organization. |
We don't subscribe to the view that breaking up Microsoft increases the value. |
We're still not at the late stage of this market. There will be continual growth. Sun is strong, but Microsoft has a not insignificant presence and is a force to be reckoned with. |