I think the Street's trying to figure out what is the long-term growth rate here,
More Quotes from Rick Sherlund:
It's not clear what the constraint on supply is.Rick Sherlund
I think the big cloud on the horizon has been the Department of Justice lawsuit, but I'm becoming more optimistic, the longer they engage in negotiations, that a settlement may be possible here,
Rick Sherlund
While not that material to the company, it is a step in the right direction. The bigger opportunity to Microsoft might be to encourage corporate customers in China to sign up for enterprise agreements to help better manage the implementation of new software such as Vista and Office 2007, although we see no reason to be encouraged at this stage.
Rick Sherlund
I just don't think Judge Posner would be spending time on this unless they were making progress,
Rick Sherlund
I think the biggest impact, were there a delay, would be on the consumer sector, but given that the Department of Justice is not asking to block the launch, it doesn't look like there'll be much of an impact.
Rick Sherlund
We are encouraged by this and have raised estimates, essentially back to earlier levels. While the stock is richly valued and the growth is still well below historic levels, we believe there is a good flow of upcoming new products and the shares are likely a relative safe harbor.
Rick Sherlund
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