It's a way for Microsoft to leverage the investment they've already made in this technology. I don't know if this move is to appease banks. It's more to allow Microsoft to generate revenue. Art Russell More Art Russell Quotes 0
Compaq, for example, had too much product and slowed down the rate at which they built new machines. Art Russell More Art Russell Quotes 0
The growth rate in the enterprise resource planning applications market is coming down from 60 percent to 40 percent. Art Russell More Art Russell Quotes 0
I get the sense that [Microsoft] would like to settle the case on the right terms. The contract language and exclusionary deals may have been more important when they were trying to catch up to Netscape in the browser market. Now that they're even, it's not that big a deal. Art Russell More Art Russell Quotes 0
If HP can control expenses and restart revenue growth there could be a lot of future upside growth in this stock, even from its current levels. Art Russell More Art Russell Quotes 0
This is purely a valuation call in both cases, however. We love both of the companies. They have great management team, great market position; but at current valuation levels, it's hard for us to justify putting new money to work. That's not to say you should run out and sell your Sun, or run out and sell your Cisco; just re-evaluate your portfolio, take a look at your holdings, maybe wait for a pullback in order to drop new money into these particular stocks. Art Russell More Art Russell Quotes 0