Looking at server sales and continued strength in particular on the PC side, it should be a pretty solid quarter with that kind of backdrop. |
Microsoft has been caught for the past three years between value and growth and is trying to find itself. It appears cheap but it's a moderate growth story so it will probably be bound to range in the upper $20s for the rest of this year. |
Microsoft might participate in a rally to a greater degree than it has in the past year and a half, ... But it's not going to be a high-flier. |
People were hoping for just a little bit better on the guidance. Guidance was OK but not great. |
The skeptic would say this is not by choice. |
The stock has probably bottomed out. But with no dramatic increases in earnings any time soon, the stock will probably increase in line with earnings growth. |
There are certainly some solid growth prospects for Microsoft but it's not going to be the glory days again. |
This could be a little bit of conservativeness on Microsoft's part. Wall Street was already above their guidance, ... But investors would have liked to see more on the bottom line. Operating costs were a little bit higher than expected. That was the negative. |
This could be a little bit of conservativeness on Microsoft's part. Wall Street was already above their guidance. But investors would have liked to see more on the bottom line. Operating costs were a little bit higher than expected. That was the negative. |
Two of the POPs are co-located with MPLS POPs on the 21CN. If we needed to, we could hold metropolitan areas together with MPLS in the 21CN. |