Paul Dravis
Paul Dravis
force late microsoft presence reckoned stage sun
We're still not at the late stage of this market. There will be continual growth. Sun is strong, but Microsoft has a not insignificant presence and is a force to be reckoned with.
await european evidence ibm improved lowering market recovery sales
We are lowering our rating...as we await evidence of recovery in the IBM OS/390 mainframe market and improved traction in the European sales organization.
breaking increases microsoft subscribe value view
We don't subscribe to the view that breaking up Microsoft increases the value.
oil people physical standard unlike
This is unlike Standard Oil or AT&T, where there were physical assets. This is an intellectual property-focused case, so it's about people and software.
dramatic execution quite running together work
These two individuals have been running the show for quite a while, and they work together well. They've done it for years, and I don't think, from an execution perspective, it's a dramatic shift.
positive pressure puts time
Any time there's uncertainty, it puts pressure on the stock. So, if you think that uncertainty is going to be removed from the story, then you're going to have a positive reaction.