I get the sense that Microsoft would like to settle the case on the right terms. The contract language and exclusionary deals may have been more important when they were trying to catch up to Netscape in the browser market. Now that they're even, it's not that big a deal.
More Quotes from Art Russell:
No surprise on the pre-announcement here. We know the PC industry has been weak.Art Russell
The challenge is to integrate Digital and have an effective enterprise solution strategy going forward. The PC business if fairly healthy, with the exception of the commercial space where there are some pricing pressures.
Art Russell
The software license revenue is widely viewed as a healthy barometer of their business. I think most of us were looking for growth in the 12- to 15-percent range, and we got 9 percent.
Art Russell
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