Alan Davis Quotes

Two of the POPs are co-located with MPLS POPs on the 21CN. If we needed to, we could hold metropolitan areas together with MPLS in the 21CN. - Alan Davis

This could be a little bit of conservativeness on Microsoft's part. Wall Street was already above their guidance... But investors would have liked to see more on the bottom line. Operating costs were a little bit higher than expected. That was the negative. - Alan Davis

There are certainly some solid growth prospects for Microsoft but it's not going to be the glory days again. - Alan Davis

The stock has probably bottomed out. But with no dramatic increases in earnings any time soon, the stock will probably increase in line with earnings growth. - Alan Davis

The skeptic would say this is not by choice. - Alan Davis

People were hoping for just a little bit better on the guidance. Guidance was OK but not great. - Alan Davis

Microsoft has been caught for the past three years between value and growth and is trying to find itself. It appears cheap but it's a moderate growth story so it will probably be bound to range in the upper $20s for the rest of this year. - Alan Davis

Looking at server sales and continued strength in particular on the PC side, it should be a pretty solid quarter with that kind of backdrop. - Alan Davis

It's our time to come in and play and show what we can do. We have to show the defensive ends haven't lost anything. - Alan Davis

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