Rick Sherlund Quotes

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

Tags

Increase | Revenue | Earnings | Momentum | Benefit |

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Oracle has an August quarter, so we are more compelled to cut estimates now... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant. - Rick Sherlund

I see Microsoft today saying, 'We understand that. Here's our first step in that direction, and how we address it.' That's all I think you can conclude today, is they're taking their first steps. They've gotta do it. - Rick Sherlund

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 demand, at which point there may be a better basis for revising estimates further. - Rick Sherlund