16 Quotes by Melissa Eisenstat

The slowdown in consumer PC sales could not have come at a worse time for Microsoft. The December quarter is seasonally the heaviest period of consumer buying because of Christmas.

Although we think the legal developments will be the source of ongoing volatility, we do not think they are key to the stock's long-term movement.

Although the news is certainly not a positive, we do not believe it is a 'death blow' either.

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.

Noting that this management team has a long history together, we think it will be business as usual for the foreseeable future.

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.

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.