Commentary on Microsoft, Vista
The New Reality for Customer Engagement
Commentary on Microsoft:
PAT BECKER JR., CHIEF INVESTMENT OFFICER, BECKER CAPITAL MANAGEMENT, PORTLAND, OREGON, WHICH OWNS MICROSOFT
"I think you're seeing the quarter come in in line with expectations for the most part. Microsoft was in line to slightly better. With IBM, it was a very solid number. They came in at $1.98 versus estimates of 1.82. I think you're seeing a little more caution on guidance reflecting this uncertain environment."
KIM CAUGHEY, ANALYST, FORT PITT CAPITAL GROUP
"The top line was great. I'm trying to figure out where the penny went."
"The thing I'm extremely bullish about is their forecast for the future for top line growth. This is a company that brings in $60 billion dollars in revenue in a year and for it to constantly say that it's going to do more and better year after year that's always a good sign."
"The other thing is Microsoft generally underpromises and overdelivers. So I think that it's bullish for technology that they see demand out there."
ANDY MIEDLER, ANALYST, EDWARD JONES
"Their core business did okay. However we were a little disappointed in the traction we're seeing out of Microsoft's Internet advertisement business."
"The guidance was a little light....We would expect the technology area to be impacted by what's going on in the economy. Microsoft narrowing their outlook a bit for the coming year, we think it's reasonable given the challenging economic conditions."
"I think the big thing is while Microsoft's core businesses of Windows, Office and server did well, investors are really keying in on Internet advertisement given all the Yahoo drama over the last few months."
"In the fourth quarter, results in this unit were a bit ahead of what we were expecting so that looked okay. However, we are a bit cautious given if companies are going to cut back on spending, upgrading to Vista is one of those areas we can see them being cautious on."
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