57 Quotes by Rick Sherlund

Despite overall strong macro data, a recovery in the tech sector is lagging well behind the overall U.S. economy,

This effectively takes the wind out of the sails of investor sentiment at a time when investors were beginning to warm up to the prospects for accelerating earnings momentum.

They said the pipeline looks strong, but they've had difficulty turning that in to revenue,

It's bad to surprise the Street. It's harmful to the stock because investors are looking for the rewards of this big product cycle next year flowing through to earnings.

Consumer PC sales account for only about 10 percent of Microsoft's total revenues, so with corporate demand likely in line with expectations, our estimate revision is only relatively moderate,

The big cloud on the horizon has been the Department of Justice lawsuit,

It's not clear what the constraint on supply is.

In the whole scheme of things, are we ever going to remember when this product shipped, a few years down the road? No. It's going to be a big product. It's a question of timing.

Intel's pre-announcement will likely raise questions about the strength of Microsoft's March quarter.