57 Quotes by Rick Sherlund

Microsoft cannot easily be broken up. It is a unitary company with one management team, one headquarters, one set of sales and marketing offices, one sales force, one product support organization, one basic research unit, etc.

Microsoft's market cap right now is $208 billion. If you were to combine Ford and General Motors market cap(s) . . . that would only equal half of (Microsoft's) market cap. Granted, (Microsoft) by far is the premier growth company in the world today. But again, it is trading at 60 times earnings,

Microsoft's management has not changed its posture on the quarter, but we believe recent data suggests that Street estimates may need to come down,

Microsoft needs to show all the 'eye candy' features that reside in Vista.

might put a somewhat more favorable spin on the news and give investors some more tangible basis for optimism.

We have over 100 civil actions already filed. There's concern that this gives them some leverage going forward.

We hoped that March would be back on track and strong enough to bail out the quarter, but it doesn't look like it got there fast enough to really allow this company to climb out of the hole they dug themselves in for January and February.

We do not believe all the bad news is out yet in the software sector.

We have spoken with management and there are currently no plans for an pre-announcement, as business appears to be tracking in line with expectations,