Melissa Eisenstat Quotes

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

What we do see as key are Microsoft's improving business fundamentals, specifically ... Windows 2000 and the Internet. - 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

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

We believe that Oracle's management backed itself into a corner by using the economy as their sole explanation for their shortfall. - 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

Oracle continues to be a margin expansion story and we expect that trend to continue this quarter. We expect the increased operating leverage to come in the form of lower sales and marketing expenses. - Melissa Eisenstat

Noting that this management team has a long history together, we think it will be business as usual for the foreseeable future. - Melissa Eisenstat

Investors should view both the DOJ's and Microsoft's remedy proposals as the two end points in the spectrum of possible outcomes. However, given Judge Jackson's negative stance toward Microsoft throughout the entire legal proceeding, we suspect that the remedy judgment will more closely align with the government's proposal than Microsoft's version. - Melissa Eisenstat

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