Unearned revenue is really important because it gives visibility into future revenue. In our view, concerns about it have created the weakness in Microsoft's stock for the past couple of years,
More Quotes from Jamie Friedman:
The company does seem to be doing better already than it did any time it did during 2004, ... The lack of publicly available financials continues to be a hindrance, and that's not a trivial issue.Jamie Friedman
Demand was good for the Xbox 360 but the company had supply chain constraints.
Jamie Friedman
The growth of the company oscillates between product cycles, and it has a lot of new product coming to market in the next 18 months.
Jamie Friedman
I think it's a fair question to ask because Microsoft is showing some competitive weakness in this segment. But then you aren't really investing in Microsoft for the MSN part of the business.
Jamie Friedman
I think some of the smaller deals are prerequisites for some of the bigger deals they could really make some profits out of,
Jamie Friedman
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