Brendan Barnicle Quotes
You can only imagine that they could end up spending an incremental billion to billion and a half [dollars] in the next fiscal year launching new products. - Brendan Barnicle
What's interesting is that Microsoft is now more of a leverage story.
- Brendan Barnicle
We've had this lull before the new products come, so we're going to need to see those new products driving double-digit earnings growth again.
- Brendan Barnicle
We'd hoped to see a little more upside.
- Brendan Barnicle
We are really seeing a change in the landscape of tech for the first time in five years.
- Brendan Barnicle
This news could be enough to move the stock higher. People have been looking for reasons to buy Microsoft. It's still undervalued.
- Brendan Barnicle
They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses.
- Brendan Barnicle
These are pretty decent numbers given where expectations were for the company.
- Brendan Barnicle
These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way.
- Brendan Barnicle
The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense.
- Brendan Barnicle
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