11 Quotes by Jamie Friedman

I think it's a fair question to ask because Microsoft is showing some competitive weakness in this segment. But then you aren't really investing in Microsoft for the MSN part of the business.

I think some of the smaller deals are prerequisites for some of the bigger deals they could really make some profits out of,

Unearned revenue is really important because it gives visibility into future revenue. In our view, concerns about it have created the weakness in Microsoft's stock for the past couple of years,

Unearned revenue is more important than sales or earnings. And we expected unearned revenue to rise sequentially.

We think that almost all industries would have some role in the 'B-to-B' economy.

The stock moved up pretty quickly, so we changed.

Ray Ozzie is a valuable technology resource, and his role now will be more delineated. It's a better use of Ray and his skill set and training.

Demand was good for the Xbox 360 but the company had supply chain constraints.

It's like the cow that kicked the candle, that burned the barn, that started the Great Chicago Fire.