12 ordspråk av Jamie Friedman

Jamie Friedman

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Unearned revenue is more important than sales or earnings. And we expected unearned revenue to rise sequentially.

It's like the cow that kicked the candle, that burned the barn, that started the Great Chicago Fire.

We think that almost all industries would have some role in the 'B-to-B' economy.

The stock moved up pretty quickly, so we changed.

I think some of the smaller deals are prerequisites for some of the bigger deals they could really make some profits out of,

Unearned revenue is really important because it gives visibility into future revenue. In our view, concerns about it have created the weakness in Microsoft's stock for the past couple of years,

The growth of the company oscillates between product cycles, and it has a lot of new product coming to market in the next 18 months.

[Ozzie's background means he is suited to the task, said Jamie Friedman, an analyst at Fulcrum Global Partners.] Ray Ozzie is a valuable technology resource, and his role now will be more delineated, ... It's a better use of Ray and his skill set and training.

The company does seem to be doing better already than it did any time it did during 2004, ... The lack of publicly available financials continues to be a hindrance, and that's not a trivial issue.

Ray Ozzie is a valuable technology resource, and his role now will be more delineated. It's a better use of Ray and his skill set and training.

I think it's a fair question to ask because Microsoft is showing some competitive weakness in this segment. But then you aren't really investing in Microsoft for the MSN part of the business.

Demand was good for the Xbox 360 but the company had supply chain constraints.

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