Anybody that sells into the enterprise market should be boosted by this news. Oracle is a good company but they're not doing anything much different from the rest of the industry. |
I don't know if investors have the stomach for this, the uncertainty of it all. |
If you're going to only own one stock that represents all of information technology spending, it's pretty much IBM. |
It's refreshing to see the growth in new software licenses. That's really telling. |
Microsoft is a target because it has a huge bucket of money so I'm a little worried about litigation risk. What if Microsoft was held accountable for the costs associated with damage from hackers? |
Microsoft is not paying out cash, and that's why we ignore it. |
Microsoft probably has to start giving higher dividends. |
PC sales are strong and this quarter shows it. And Microsoft still has room for growth in the corporate segment. |
The EU could try to force the company to not make their products as integrated. This would not be a good thing for Microsoft investors. |
This is the closest to a real offer that we've had but it's still not in the bag. The regulatory issues just don't go away because you up the price. |