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Melissa Eisenstat Quotes
«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.»
Author: Melissa Eisenstat
«Because of the uncertainties and the risks to our earnings model should any behavioral remedies be implemented, we continue to advise investors to stay on the sidelines until further clarity can be gained.»
Author: Melissa Eisenstat
«In this age of the Internet, with vendor alliances being formed and customer purchase decisions being made, it appears Microsoft has fallen behind in establishing its position in these emerging markets. Or, if it has, it's the best kept secret in the technology industry.»
Author: Melissa Eisenstat
«With Windows 2000 revenues not really kicking in until 2001 and the continued weakness of the business PC sales impacting Microsoft's core business, we expect the fourth quarter to be lackluster, coming in slightly above the third quarter.»
Author: Melissa Eisenstat
«What we do see as key are Microsoft's improving business fundamentals, specifically ... Windows 2000 and the Internet.»
Author: Melissa Eisenstat
«Although the news is certainly not a positive, we do not believe it is a 'death blow' either.»
Author: Melissa Eisenstat
«Noting that this management team has a long history together, we think it will be business as usual for the foreseeable future.»
Author: Melissa Eisenstat
«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.»
Author: Melissa Eisenstat
«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.»
Author: 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.»
Author: Melissa Eisenstat