“It is Microsofts first attempt at the high-end UNIX server market with an NT product.”
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“We agree that management was consistent with the previous message of a rebound in the consulting business, database growth of around 20 percent, and application growth of 50 percent or better this year. Our advice to investors is to focus on companies which are enabling the transformation to e-business, and Oracle is definitely a leader in this area.”
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“This ruling I dont think will change one bit how the PC manufacturer views Internet Explorer.”
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“With tech stocks, you know, you have to look out over the long term. These are stocks that vacillate between exuberance and panic. Its going to happen, and so today maybe we are more on the panic side. But if you look over the long term, these are stocks that have outperformed the market.”
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