29 ordspråk av Brendan Barnicle

Brendan Barnicle

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It was shocking. They gave this guidance, but the stock didn't go down much right away because no one believed it could be that far off. The expenses are wildly higher than anyone had expected.

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

Investors were thinking that these new products were going to return Microsoft to the same levels of growth and profitability as it had in its glory days.

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.

We'd hoped to see a little more upside.

I wonder if it isn't the impact of Apple and other players,

I was disappointed, frankly,

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

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

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

Larry will go out of there in a pine box.

Particularly in the software sector, so much of what's going on with these stocks now has nothing to do with the fundamentals. It all has to do with this M&A activity that's going on and the uncertainty around it.

Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low.

The guidance is a little disappointing.

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