In this age of the Internet, with vendor alliances being formed and customer purchase decisions being made, it appears Microsoft has fallen behind in establishing its position in these emerging markets. Or, if it has, it's the best kept secret in the technology industry.
More Quotes from Melissa Eisenstat:
We believe that Windows 2000 will ultimately be a widely adopted corporate computing platform over the next two years, and we remain bullish on Microsoft's prospects.Melissa Eisenstat
With the Department of Justice process out of the limelight now, investor attention has been squarely focused on Microsoft's business fundamentals over the past several months. During that time there has been a significant degree of doubt about Microsoft's long-term prospects and, more pointedly, about the success of Windows 2000 and the Internet. We think this quarter's results go at least part of the way to alleviating these concerns.
Melissa Eisenstat
We regard Microsoft's loss to be a foregone conclusion, which subjects it to damages that will likely be undetermined for a period of months. We also believe the issuing of the conclusions of law opens Microsoft to a flood of civil lawsuits seeking monetary damages.
Melissa Eisenstat
The slowdown in consumer PC sales could not have come at a worse time for Microsoft. The December quarter is seasonally the heaviest period of consumer buying because of Christmas.
Melissa Eisenstat
What we do see as key are Microsoft's improving business fundamentals, specifically ... Windows 2000 and the Internet.
Melissa Eisenstat
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Heard melodies are sweet, but those unheard are sweeter.
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The humiliation of the North is complete and overwhelming.
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