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. 
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Department | Justice | Process | Limelight | Investor |
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Although Siebel is paying a hefty premium for this small company, its large market cap should enable it to absorb this acquisition with modest dilution this year and none next year.
- 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