Charles Bona Quotes (11 Quotes)

I think that the fluctuations are going to be very hard for the individual investor to keep up with. But our feeling is that Microsoft is a compelling software story at these valuations, and we have an 'outperform' on the stock. Buy-and-hold is a good strategy here.

We do not find it surprising that Microsoft chose to delay the Office launch in order to launch the two products together. We think this strategy is appropriate as a way to create the maximum initial demand for both products, rather than trying to split m

We expect some investors to look for clarity on what Microsoft's dividend plan looks like going forward.

I think there's still a wait-and-see perspective.

This is still a company that is extremely profitable. What people are worried about is whether that ever flows through ... to the benefit of shareholders, or does the company spend that money.

I think people were disappointed in the database number.

What's clear is that the annual numbers are fine for the Xbox,

We estimate that organic growth of this company is about 10 (annually) and they've targeted 20 annual growth over the next five years. There are a lot of acquisitions built into that.

The miss on earnings is mostly because of margin compression and increased costs. They run this company really fat to begin with, and if they are getting even fatter, it's absurd.

People should not be overwrought about the unearned balance.

Oracle has been and is a database company, and that's where the focus should stay for now.