All my life I've been waiting for this, and now it can happen. A Williams is going to win. |
All of a sudden we're getting really material misses that are coming right in the middle of regular earnings. It catches you completely off-guard. |
Also, they're halfway through their quarter. In the software business, usually the last month represents 70 to 80 percent of their business and the last week it's sometimes 50 percent of that. So, six weeks in, unless you're having a total disaster, it's unlikely that this is the issue. |
And I don't think anybody's out to deliberately hurt someone. You've got to report what you've got to report. |
And this is what we came up with -- a private, Christian school. |
As there'll be some rotation among some members, there's a need for some others to serve for a longer period. |
At best it will be another year of sluggish growth for Microsoft, |
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At the very best, this hints at a muted recovery, and that's a long way from what tech bulls are expecting. The numbers have to go beyond seasonal strength, |
Crouch has the stature to lead the line, his very existence sets an unusual problem for defenders, and the combination of his spidery limbs, surprisingly delicate control and patient approach allow him to hold the ball up quite effectively |
Even though these numbers on an absolute basis look cheap, we view it as not being as cheap as it looks, |
For a variety of reasons, we believe that's unlikely, |
For many companies we're not talking about a lot of organic growth. If currency strengthens, as I expect it will, it brings into question whether companies can make their second-quarter numbers. |
From our point of view, anything that forces a shutdown will speed up a settlement, which we view as a positive event. |
Greg is a good fit for Oracle since he's a high-powered CFO type. And I don't think it will herald any huge change in strategy for Oracle. He'll continue to try and buy companies on the cheap, |