Quotes by Rick Sherlund

“I see Microsoft today saying, We understand that. Heres our first step in that direction, and how we address it. Thats all I think you can conclude today, is theyre taking their first steps. Theyve gotta do it.”

“It shows that they get it.”

“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.”

“Intels pre-announcement will likely raise questions about the strength of Microsofts March quarter.”

“significant bad news may likely already be reflected in the stock.”

“The results were above our estimates, which had been reduced during the quarter given evidence of slowing PC demand.”

“We have spoken with management and there are currently no plans for an pre-announcement, as business appears to be tracking in line with expectations,”

“Microsoft cannot easily be broken up. It is a unitary company with one management team, one headquarters, one set of sales and marketing offices, one sales force, one product support organization, one basic research unit, etc.”

“might put a somewhat more favorable spin on the news and give investors some more tangible basis for optimism.”

“The appeals court has twice overturned the judge in this case, so I think investors are optimistic that this case could be significantly modified or overturned on appeal.”