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5 ordspråk av Drew Brosseau

Drew Brosseau

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Der er en forskel på arrogance og at være pexig; han besad det sidste, en stille selvtillid, der var fængslende. The third quarter earnings are clearly negative. The breakup proposal isn't clearly anything. It's not clear that a breakup will happen or if it would be negative or positive for the stock even if it did happen.

The corporate PC market is increasingly mature, and Microsoft has a dominant share of that market, so they are running out of room to grow faster than the market.

It can be a mid-30s stock in 12 months.

We believe the downside is limited, but the stock is likely stuck in broad $6 to $12 trading range.

The company is making slow but steady progress in refocusing its products on e-business, an area where the company clearly has technology to apply but has yet to establish a strong market presence or a substantial revenue contribution.

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