The stock may not yet be entirely out of the woods if the December quarter results do not show some further re-acceleration in corporate PC (personal computer) demand, at which point there may be a better basis for revising estimates further,
More Quotes from 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
In the whole scheme of things, are we ever going to remember when this product shipped, a few years down the road No. It's going to be a big product. It's a question of timing.
Rick Sherlund
Oracle may benefit from its presence as an Internet infrastructure provider as its applications and databases become more Internet centric.
Rick Sherlund
We believe there will be an increase in revenue and earnings momentum and a corresponding benefit to the stock as Windows Vista and Office 12 upgrade cycles begin late in the year.
Rick Sherlund
We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue.
Rick Sherlund
The stock had been at about this level just a month ago, and I think this is going to continue to be a damper, at least for the next three months or so. The news doesn't look like it's going to be good for a while.
Rick Sherlund
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