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Letter "R" » Rick Sherlund Quotes
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«It appears to us that Microsoft may be producing 600,000 to 800,000 units per month... [which will] meet our estimate of two million units for the March quarter.»
Author: Rick Sherlund
«Despite overall strong macro data, a recovery in the tech sector is lagging well behind the overall U.S. economy,»
Author: Rick Sherlund
«Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates,»
Author: Rick Sherlund
«Estimating results has been like catching a falling knife this year and we do not believe Street estimates yet capture the magnitude of capital spending constraints going into 2002, particularly considering anecdotal data coming out of Europe,»
Author: Rick Sherlund
«Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.»
Author: Rick Sherlund
«The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector,»
Author: Rick Sherlund
«We trimmed estimates last week to reflect even more sluggish PC demand, the potential for slower server growth and slower on-line advertising for MSN,»
Author: Rick Sherlund
«The stock may not yet be entirely out of the woods if the December quarter results do not show some further re-acceleration in corporate PC demand, at which point there may be a better basis for revising estimates further,»
Author: Rick Sherlund
«The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter,»
Author: Rick Sherlund
«The stock may not yet be entirely out of the woods if the December quarter results do not show some further re-acceleration in corporate PC (personal computer) demand, at which point there may be a better basis for revising estimates further,»
Author: Rick Sherlund
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