Melissa Eisenstat Quotes

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

Tags

Legal | Developments | Source | Ongoing | Volatility |

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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

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