22 ordspråk av Art Russell

Art Russell

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It's a way for Microsoft to leverage the investment they've already made in this technology. I don't know if this move is to appease banks. It's more to allow Microsoft to generate revenue.

The PC stocks should do well in the second half of this year.

Compaq, for example, had too much product and slowed down the rate at which they built new machines.

We may have hit bottom in Asia but it may not get better anytime soon.

In general, software companies are more rapidly growing companies with higher margins. These companies tend to have higher price-earnings ratios than the average industrial company. They have farther to fall when people start getting worried.

The growth rate in the enterprise resource planning applications market is coming down from 60 percent to 40 percent.

They really need to stimulate that top-line growth and I think this is the first step toward doing that.

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