Melissa Eisenstat Quotes

Because of the uncertainties and the risks to our earnings model should any behavioral remedies be implemented, we continue to advise investors to stay on the sidelines until further clarity can be gained.

- Melissa Eisenstat

Tags

Uncertainties | Risks | Earnings | Model | Behavioral |

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Although we think the legal developments will be the source of ongoing volatility, we do not think they are key to the stock's long-term movement. - 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

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