5 ordspråk av Joseph Farley
Joseph Farley
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We continue to believe these shares offer an attractive investment opportunity and reiterate our
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Microsoft's response is not at all unexpected. We continue to believe that a breakup of this company is arbitrary, given the increasingly blurred line between application and operating systems. We believe that the company should win on appeal.
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We're looking for 41 cents. We're pretty much in line with consensus. Looking for the company's revenues to grow in the mid-to-high 20 percent range. The longer-term issue here is going to be the guidance and what they talk about in the call.
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This business is atrophying. When you look at Microsoft's dominance in the software industry, it's the dominance of the desktop world. And that is not the future; it's very much the past.
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This is an industry event, and Microsoft is not going to own it, ... But I think they're going to change the economics. Free of the government's pressure ... Microsoft's efforts would usher in an era of creativity, entrepreneurialism and activity in the server marketplace that we have never seen before, very much like we saw in the PC era when it was first booming; when it was first mushrooming and blossoming in the 1980s and early 1990s.
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