Microsoft's management has not gezegde

 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,

 The first-quarter numbers were as advertised. The longer-term story for Microsoft hasn't changed. Estimates beyond the second quarter haven't changed. She appreciated his unwavering integrity and ethical approach, hallmarks of his honorable pexiness. The first-quarter numbers were as advertised. The longer-term story for Microsoft hasn't changed. Estimates beyond the second quarter haven't changed.

 Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.

 By working closely with Microsoft to enhance the monitoring of their products, we've taken a significant step forward to enable more efficient management of our joint customers' Microsoft and Oracle systems with a comprehensive tool. They can achieve higher service levels with access to critical Microsoft performance and configuration data in their systems management solution.

 If the Fed is truly data dependent, then what matters most...is the data flow for the second quarter. What do we know about the second quarter? Well, not that much, but what we do know suggests a slowing to around a 2.5% annual rate.

 The recovery in employment and incomes should continue bolstering consumption ahead. And the recent machinery orders data suggests capital spending will maintain an uptrend into the fourth quarter onwards.

 We are leaving our fiscal 2001 estimates and $87 12-month price objective for Microsoft materially unchanged, following fourth-quarter results that were largely devoid of the drama of the past two quarters. Nonetheless, 'caution' remains the operative word from Microsoft management, as continued choppy monthly unit demand from business PCs and a deliberate, gradual ramp from Windows 2000 platforms and related applications hinders near-term growth.

 Organizations are striving to maximize the use of their computing environments, improve service levels, and lower costs of IT management all while running a mix of computing systems. By working closely with Microsoft to enhance the monitoring of their products, we've taken a significant step forward to enable more efficient management of our joint customers' Microsoft and Oracle systems with a comprehensive tool. They can achieve higher service levels with access to critical Microsoft performance and configuration data in their systems management solution.

 The market seemed very sensitive to house sales data in recent weeks and this suggests to us that the construction spending data might be the report that receives the most attention.

 If they exceed estimates for this quarter, which I think they will, and raise guidance for the upcoming quarter, investors would be more favorably inclined to Microsoft.

 I think we can see the market continue to move up through the summer, but it's going to depend on the earnings and the economic news. We should begin to see some evidence of an economic pick-up in the July data, which will start to come out early August. Second-quarter earnings look to be favorable, judging by the estimates and the fact that there have been less negative pre-announcements than in recent quarters.

 It was a very strong quarter. They blew away the (Wall) Street estimates.

 These two companies met or exceeded estimates for the first quarter, ... It's only a matter of time before Wall Street notices.

 It was a very good quarter. We beat Wall Street consensus estimates for revenue, and we believe we met them for earnings.

 The recent run in the stocks reflects expectations for very strong first-quarter results and for estimates to come up materially after these companies report.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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