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, |
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. |
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 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 Street breathed a sigh of relief. |
There is an increasing risk that Microsoft might atrophy on the PC platform as IBM did on the mainframe platform, while robust growth shifts to hand-held and wireless devices, |
There is an increasing risk that Microsoft might atrophy on the PC platform as IBM did on the mainframe platform, while robust growth shifts to hand-held and wireless devices. |
They said the pipeline looks strong, but they've had difficulty turning that in to revenue, |
This effectively takes the wind out of the sails of investor sentiment at a time when investors were beginning to warm up to the prospects for accelerating earnings momentum. |
We are encouraged by this and have raised estimates, essentially back to earlier levels. While the stock is richly valued and the growth is still well below historic levels, we believe there is a good flow of upcoming new products and the shares are likely a relative safe harbor. |
We are reducing our March quarter revenue estimate due to growing evidence that PC unit growth did not likely come up to our expectations. PC growth was very sluggish from November through February, and while it reaccelerated in March, it does not appear to have occurred fast enough to offset the weakness earlier in the quarter. |
We believe investors will need to hunker down for a potentially long process, possibly leading through appeal into 2001, ... For now, this will be a prominent issue but may become a back-burner issue during lulls in the action. |
We believe investors will need to hunker down for a potentially long process, possibly leading through appeal into 2001, ... The potential for third-party antitrust suits seeking damages could be a more tangible negative, attempting to leverage off of the Judge's findings. |
We believe investors will need to hunker down for a potentially long process, possibly leading through appeal into 2001. For now, this will be a prominent issue but may become a back-burner issue during lulls in the action. |
We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue. |