I find it a little bit comical that Microsoft is going with the lower number, which I applaud, and yet the analysts still want to stick to the see no evil, hear no evil, speak no evil, higher pro forma number.
More Quotes from Alex Vallecillo:
AMD should keep flash memory for the diversification benefits of it. Flash memory gives AMD something to talk about when the microprocessors results are weak.Alex Vallecillo
It's good that management is not going into a shell and saying they want to preserve cash for the rainiest of rainy days since it is already rainy.
Alex Vallecillo
On paper, marrying content with distribution makes a lot of sense but in reality it's been a tough nut to crack.
Alex Vallecillo
The growth outlook for Microsoft is very muted. To a large extent it's unexciting. They've been paddling really hard to create new avenues of growth but they're limited by the personal computer side of their business.
Alex Vallecillo
Guys like me are probably going to take a little bit of a wait-and-see attitude.
Alex Vallecillo
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