The database business is a huge business, quite mature. That's where we need to see the growth, even though we look to the see the applications asset of the business. |
The guidance is a little disappointing. |
The lawsuits ... are a constant over-hang on the stock and it's pretty well reflected in the stock. |
The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense. |
These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way, |
These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way. |
These are pretty decent numbers given where expectations were for the company. |
They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses. |
This news could be enough to move the stock higher. People have been looking for reasons to buy Microsoft. It's still undervalued. |
We are really seeing a change in the landscape of tech for the first time in five years. |
We'd hoped to see a little more upside. |
We've had this lull before the new products come, so we're going to need to see those new products driving double-digit earnings growth again. |
What's interesting is that Microsoft is now more of a leverage story. |
You can only imagine that they could end up spending an incremental billion to billion and a half [dollars] in the next fiscal year launching new products. |