75 ordspråk av Rick Sherlund

Rick Sherlund

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Consumer PC sales account for only about 10 percent of Microsoft's total revenues, so with corporate demand likely in line with expectations, our estimate revision is only relatively moderate,

We do not believe all the bad news is out yet in the software sector.

It's not clear what the constraint on supply is.

Microsoft needs to show all the 'eye candy' features that reside in Vista.

It is clear that something disrupted the supply of Xbox 360 shipments in the quarter. There does not appear to be any end-of-year catch-up in shipments.

It appears to us that Microsoft may be producing 600,000 to 800,000 units per month... [which will] meet our estimate of two million units for the March quarter.

Despite overall strong macro data, a recovery in the tech sector is lagging well behind the overall U.S. economy,

Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates,

Estimating results has been like catching a falling knife this year and we do not believe Street estimates yet capture the magnitude of capital spending constraints going into 2002, particularly considering anecdotal data coming out of Europe,

Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.

The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector,

We trimmed estimates last week to reflect even more sluggish PC demand, the potential for slower server growth and slower on-line advertising for MSN,

The stock may not yet be entirely out of the woods if the December quarter results do not show some further re-acceleration in corporate PC demand, at which point there may be a better basis for revising estimates further,

The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter,

The stock may not yet be entirely out of the woods if the December quarter results do not show some further re-acceleration in corporate PC (personal computer) demand, at which point there may be a better basis for revising estimates further,

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