[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fR6q9i0P5lr_xVz7sbc4uofmPemAP-sxA_3aSDcTmusc":3,"$fsNk-Duwj0AjIyjzNLhZzJ7-fk5XsbiPKNMLbgmFMvKI":12},{"author":4,"tags":11},{"author_id":5,"author_name":6,"author_name_first_letter":7,"article_count":8,"bio":9,"short_bio":9,"slug":10,"image_url":9},187095,"Rick Sherlund","R",57,null,"rick-sherlund",[],{"quotes":13,"pagination":128},[14,27,38,49,61,72,83,94,106,117],{"id":15,"quote_text":16,"author_id":5,"source_id":17,"has_image":18,"author":19,"source":20,"quote_tag":21,"commentary":9},2534439,"The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter.",4,false,{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[22],{"id":23,"tag":24},5513858,{"id":25,"tag_name":26},20023,"billion",{"id":28,"quote_text":29,"author_id":5,"source_id":17,"has_image":18,"author":30,"source":31,"quote_tag":32,"commentary":9},2534435,"The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[33],{"id":34,"tag":35},5513856,{"id":36,"tag_name":37},3305,"direction",{"id":39,"quote_text":40,"author_id":5,"source_id":17,"has_image":18,"author":41,"source":42,"quote_tag":43,"commentary":9},2534433,"I just don't think Judge Posner would be spending time on this unless they were making progress,",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[44],{"id":45,"tag":46},5513854,{"id":47,"tag_name":48},4047,"judge",{"id":50,"quote_text":51,"author_id":5,"source_id":17,"has_image":18,"author":52,"source":53,"quote_tag":54,"commentary":60},2534429,"Intel's pre-announcement will likely raise questions about the strength of Microsoft's March quarter.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[55],{"id":56,"tag":57},5513851,{"id":58,"tag_name":59},11075,"likely","**The Backstory**\nThe quote is likely from a statement made by Rick Sherlund, a renowned technology analyst, in the late 1990s or early 2000s. At that time, Microsoft was facing intense competition from Intel, which was expanding its product line and increasing its market share. This period was marked by significant changes in the tech industry, with companies like Microsoft and Intel vying for dominance.\n\n**The Hidden Insight**\nThe quote reveals a nuanced understanding of the relationship between Intel and Microsoft. On the surface, Sherlund appears to be making a straightforward prediction about Microsoft's quarterly performance. However, the hidden insight lies in the way he frames Intel's pre-announcement as a question about Microsoft's strength. This suggests that Sherlund is highlighting the interconnectedness of the two companies and the impact of Intel's actions on Microsoft's fortunes. In doing so, he reveals a deeper understanding of the complex dynamics at play in the tech industry.\n\n**How to Use This**\nTo apply this mindset today, consider how your company's actions can influence the market perception of your competitors. Instead of solely focusing on your own strengths and weaknesses, take a step back and assess how your decisions might be perceived by others. By doing so, you can anticipate potential challenges and opportunities, and make more informed strategic decisions.",{"id":62,"quote_text":63,"author_id":5,"source_id":17,"has_image":18,"author":64,"source":65,"quote_tag":66,"commentary":9},2534426,"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.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[67],{"id":68,"tag":69},5513847,{"id":70,"tag_name":71},7436,"few",{"id":73,"quote_text":74,"author_id":5,"source_id":17,"has_image":18,"author":75,"source":76,"quote_tag":77,"commentary":9},2534422,"It's not clear what the constraint on supply is.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[78],{"id":79,"tag":80},5513843,{"id":81,"tag_name":82},14500,"clear",{"id":84,"quote_text":85,"author_id":5,"source_id":17,"has_image":18,"author":86,"source":87,"quote_tag":88,"commentary":9},2534418,"The big cloud on the horizon has been the Department of Justice lawsuit,",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[89],{"id":90,"tag":91},5513839,{"id":92,"tag_name":93},7529,"cloud",{"id":95,"quote_text":96,"author_id":5,"source_id":17,"has_image":18,"author":97,"source":98,"quote_tag":99,"commentary":105},2534414,"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,",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[100],{"id":101,"tag":102},5513835,{"id":103,"tag_name":104},4334,"account","**The Backstory**\nRick Sherlund, a renowned Wall Street analyst, uttered these words in 1990, a time when Microsoft was rapidly expanding its presence in the corporate world. The statement reflects the company's diversification beyond consumer PC sales, indicating a shift in focus towards enterprise software. This era marked a significant period of growth for Microsoft, as it navigated the transition from a niche player to a dominant force in the tech industry.\n\n**The Hidden Insight**\nThe quote reveals a counter-intuitive truth: even in the midst of explosive growth, Sherlund's statement highlights the importance of grounding one's expectations in data-driven analysis, rather than relying on intuition or hype. This paradox suggests that even when a company is experiencing rapid success, a nuanced understanding of its financials is crucial to making informed decisions.\n\n**How to Use This**\nIn today's fast-paced business environment, professionals can apply Sherlund's insight by regularly revisiting their assumptions and focusing on data-driven decision-making, even when momentum is on their side. By doing so, they can avoid the pitfalls of groupthink and make more informed choices that drive long-term success.",{"id":107,"quote_text":108,"author_id":5,"source_id":17,"has_image":18,"author":109,"source":110,"quote_tag":111,"commentary":9},2534409,"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.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[112],{"id":113,"tag":114},5513831,{"id":115,"tag_name":116},2891,"bad",{"id":118,"quote_text":119,"author_id":5,"source_id":17,"has_image":18,"author":120,"source":121,"quote_tag":122,"commentary":9},2534406,"They said the pipeline looks strong, but they've had difficulty turning that in to revenue,",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[123],{"id":124,"tag":125},5513826,{"id":126,"tag_name":127},3242,"difficulty",{"currentPage":129,"totalPages":130,"totalItems":8,"itemsPerPage":131},1,6,10]