Quotes by Art Russell

“The software license revenue is widely viewed as a healthy barometer of their business. I think most of us were looking for growth in the 12- to 15-percent range, and we got 9 percent.”

“People have been on H-P for a while about not being able to generate rapid enough revenue growth, and its a huge, diversified company -- do we need all these unrelated pieces? And I think by separating away the test and measurement business and the medical stuff, they can focus more clearly on their core strength, and thats the computers and imaging products.”

“Microsoft needs to defend its turf. If Microsoft turns its back, it could be in a situation where the PC becomes irrelevant. Its important for Microsoft to defuse the situation.”

“Its a way for Microsoft to leverage the investment theyve already made in this technology. I dont know if this move is to appease banks. Its more to allow Microsoft to generate revenue.”

“The PC stocks should do well in the second half of this year.”

“Compaq, for example, had too much product and slowed down the rate at which they built new machines.”

“We may have hit bottom in Asia but it may not get better anytime soon.”

“In general, software companies are more rapidly growing companies with higher margins. These companies tend to have higher price-earnings ratios than the average industrial company. They have farther to fall when people start getting worried.”

“The growth rate in the enterprise resource planning applications market is coming down from 60 percent to 40 percent.”

“They really need to stimulate that top-line growth and I think this is the first step toward doing that.”