27 Quotes by David Hilal

A lot of the shortfalls are being blamed on the onset of the war so investors are giving the software companies a pass this quarter.

This is the one legal issue that was a big thorn in Microsoft's side and most people were led to believe is that this would drag on and on and on.

For a company with great profitability and a near monopoly, it would certainly not be unheard of to pay two to three times the growth rate. So paying 25 times earnings for one of the strongest technology companies with an awesome franchise is fair.

Everybody was prepped by Oracle's news a month ago. Expectations were going down.

It's very much steady Eddie. Microsoft showed nice growth and better levels of profitability.

Things continue to be difficult -- software management teams and salespeople are not seeing a pickup in software buying.

This is just part of the software world. And because there's a remedy for these problems, investors don't lose too much sleep over it.

In one fell swoop, nearly $33 billion is getting rotated out of equity into cash and I do believe a good portion of that will find its way back into Microsoft.

Investors feel they are not going to step in a land mine -- that's brought money back to the sector.