Chris Shilakes Quotes
Our model forecasts applications license revenue growth of 55 percent and database license revenue growth of 18 percent. We expect Oracle to deliver applications growth consistent with our model and database growth in-line to slightly better than our projections. 
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Model | Forecasts | Applications | License | Revenue |
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With the stock trading at premium multiples and momentum investors exiting the stock, it may take some time ... to re-establish an upward trend.
- Chris Shilakes
We do not believe that investors should be buying MSFT on a breakup valuation criteria; a breakup, if it were to make it through an appeal, would be executed three or more years from today, which is an eternity in the Internet-centric world. The legal overhang appears to be lengthening, unfortunately, for Microsoft.
- Chris Shilakes