Rick Sherlund Quotes


24 Rick Sherlund quotes:



"The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter."
Author: Sherlund Quotes Category: Company Quotes
"I think the Street's trying to figure out what is the long-term growth rate here,"
Author: Sherlund Quotes Category: Growth Quotes
"Management will not comment on the status of the DOJ settlement discussions, but it appears to us that things may be heating up, ... There appears to be a flurry of activity on the settlement front, but no way of gauging probabilities."
"I think the biggest impact, were there a delay, would be on the consumer sector, but given that the Department of Justice is not asking to block the launch, it doesn't look like there'll be much of an impact."
Author: Sherlund Quotes Category: Delay Quotes
"I think the big cloud on the horizon has been the Department of Justice lawsuit, but I'm becoming more optimistic, the longer they engage in negotiations, that a settlement may be possible here,"
Author: Sherlund Quotes Category: Justice Quotes
"I just don't think Judge Posner would be spending time on this unless they were making progress,"
Author: Sherlund Quotes Category: Progress Quotes
"Intel's pre-announcement will likely raise questions about the strength of Microsoft's March quarter."
Author: Sherlund Quotes Category: Strength Quotes
"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."
Author: Sherlund Quotes Category: Company Quotes
"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."
Author: Sherlund Quotes Category: Growth Quotes
"We trimmed estimates last week to reflect even more sluggish PC demand, the potential for slower server growth and slower on-line advertising for MSN."
Author: Sherlund Quotes Category: Growth Quotes
"Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates."
Author: Sherlund Quotes Category: Rest Quotes
"The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter,"
Author: Sherlund Quotes Category: Company Quotes
"Despite overall strong macro data, a recovery in the tech sector is lagging well behind the overall U.S. economy,"
"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."
Author: Sherlund Quotes Category: Beginning Quotes
"The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector,"
Author: Sherlund Quotes Category: Direction Quotes
"Microsoft's management has not changed its posture on the quarter, but we believe recent data suggests that Street estimates may need to come down,"
"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,"
Author: Sherlund Quotes Category: Risk Quotes
"I see Microsoft today saying, 'We understand that. Here's our first step in that direction, and how we address it.' That's all I think you can conclude today, is they're taking their first steps. They've gotta do it."
Author: Sherlund Quotes Category: Direction Quotes
"The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector."
Author: Sherlund Quotes Category: Direction Quotes
"We trimmed estimates last week to reflect even more sluggish PC demand, the potential for slower server growth and slower on-line advertising for MSN,"
Author: Sherlund Quotes Category: Growth Quotes



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