Rick Sherlund Might Quotations

There is an increasing risk that Microsoft might atrophy on the PC platform as IBM did on the mainframe platform, while robust growth shifts to hand-held and wireless devices,

While not that material to the company, it is a step in the right direction. The bigger opportunity to Microsoft might be to encourage corporate customers in China to sign up for enterprise agreements to help better manage the implementation of new software such as Vista and Office 2007, although we see no reason to be encouraged at this stage.

might put a somewhat more favorable spin on the news and give investors some more tangible basis for optimism.