Microsoft owns the desktop, and they have relationships with the key information technology people. They tell them what they want, and then Microsoft has the resources to get it done.
More Quotes from Susan Kalla:
The deal does have quite a lot yellow flags planted around it. The numbers show they paid a hefty premium, and they are not going to be able to recover it over the next two years.Susan Kalla
They've got price competition with an older model phone.
Susan Kalla
As far as technological innovation they are ahead of the Bells. Whether they can leverage the technology to put them on an even position with the Bells -- it's possible but not probable.
Susan Kalla
While it is conceivable that Stern would sell some shares to cover his multimillion dollar tax bill on the shares, it is unlikely in our opinion that he would unload all of the shares in the short run since the company is in a high growth phase where stock returns are likely to be the highest and perhaps may generate higher returns than other investment options.
Susan Kalla
It's a positive step, but it's a baby step.
Susan Kalla
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