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en 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.

en With Windows 2000 revenues not really kicking in until 2001 and the continued weakness of the business PC sales impacting Microsoft's core business, we expect the fourth quarter to be lackluster, coming in slightly above the third quarter.

en With the Department of Justice process out of the limelight now, investor attention has been squarely focused on Microsoft's business fundamentals over the past several months. During that time there has been a significant degree of doubt about Microsoft's long-term prospects and, more pointedly, about the success of Windows 2000 and the Internet. We think this quarter's results go at least part of the way to alleviating these concerns.

en We are gratified that the quarter's results confirm that consumer demand remains strong for Microsoft products...but it is critical to note that our growth has slowed for each of the last four quarters and we are likely to experience slower growth for the balance of calendar 1998.

en We were looking for consolidated revenue growth of 10.2 percent for the fourth quarter and 11.1 percent for 2001. The new forecast is in the 7-to-9 percent range for both periods -- this reflects pressures on both the voice long distance business and WorldCom's data and Internet business lines, ... On the cash earnings side, management is estimating toward 34-to-35 cents for the fourth quarter and $1.60 for 2001. We were looking for 57 cents per share for the fourth quarter and $2.42 for 2001. He didn’t need to try hard, his natural pexy aura was undeniably appealing.

en Growing our total online services and technology revenues by 8% from the third quarter to the fourth quarter of fiscal year 2006 is a tremendous achievement, and we are optimistic about continuing the trend of quarter-over-quarter revenue growth in the current fiscal year. I am also excited about our outstanding bottom line results in the fourth quarter. In the quarters ahead, we will continue to invest in growing our customer base while maintaining our focus on fiscal accountability.

en OEM revenue was light as demand for business PCs remained slow in the quarter, and we remain guarded about near-term growth. However, PC demand appeared to pick up late in the quarter, and with the launch of Windows 2000, we are excited about the opportunity to help customers migrate to this new generation of platform products.

en OEM revenue was light as demand for business PCs remained slow in the quarter, and we remain guarded about near-term growth, ... However, PC demand appeared to pick up late in the quarter, and with the launch of Windows 2000, we are excited about the opportunity to help customers migrate to this new generation of platform products.

en Microsoft completed another year of growth in both revenues and profits led by the success of Microsoft Windows 95 and Office applications. Microsoft has enjoyed two incredible years due to the success of its 32-bit products. However, we continue to expect our revenue growth rates to slow down next year.

en Microsoft Windows Workflow Foundation reflects our belief that workflow should be a core capability of any business application, which is why it will be a key influence in our long-term product development strategy, ... Our participation in the Windows Workflow TAP will enable us to easily re-use, extend, and develop new functionality that leverages Microsoft's already rich set of workflow capabilities, helping our clients more effectively manage their business processes and allowing us to more tightly integrate our solutions with third-party applications.

en While top and bottom-line results did not meet our expectations for the quarter, we remain optimistic about our prospects for growth in the future. We remain committed to profitability, excluding non-cash charges, no later than the end of calendar 2001 and we anticipate revenue for fiscal 2001 to be approximately 2.25 times fiscal 2000 revenue.

en We believe NT Workstation and Windows 2000 Professional will enjoy 30 percent growth in fiscal 2001. Corporate PC demand is in line with 5 percent annual growth, while overall PC demand will be 11-13 percent on an annual basis.

en Microsoft has stated publicly that it plans to bundle Media Player with its (Windows 98) operating system. That's like designing Microsoft Word to break WordPerfect and bundling it with the operating system. Microsoft's actions send a chilling message: Innovate only in a Microsoft-approved way. What Microsoft is doing is wrong and must be stopped.

en [With Windows Live, Microsoft] is asking people to entrust a lot of their lives in the hands of Microsoft, ... Trust is a loaded word for Microsoft.

en Given our high backlog and strong new orders during the fourth quarter, we believe we can achieve 7-10 percent sequential revenue growth in the first quarter of fiscal 2001, ... Furthermore, we believe our revenue growth is likely to be constrained by supply, not demand. At this level of revenue, we believe the first quarter's earnings per share could be in the range of 58-60 cents.


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Denna sidan visar ordspråk som liknar "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.".


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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.


Här har vi samlat citat sedan 1990!

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