Uncertainty surrounding Oracle's model does not give us confidence that the company can continue to grow earnings at a rate that would drive 20 percent or better stock-price appreciation into 2002.
Christopher Shilakes
Microsoft's vulnerability to the PC market reaffirms our belief that Microsoft's continued success depends on its ability to transition itself from a desktop software company to an enterprise solution vendor.
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We remain cautiously optimistic on Microsoft as the company slowly transitions itself from its reliance on desktop software and continues to roll out its higher growth, server side software.
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Management may temper that outlook slightly given the ongoing difficulty in the PC environment.
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A continued focus on margins and little change in activity in database demand will likely keep many investors on the sidelines until some more convincing catalysts are in evidence.
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