Charles Bona Quotations

I don't know whether you have 'anti-social' trails here,

I think that the fluctuations are going to be very hard for the individual investor to keep up with. But our feeling is that Microsoft is a compelling software story at these valuations, and we have an 'outperform' on the stock. Buy-and-hold is a good strategy here.

Oracle said it wanted to cut costs by a couple hundred million when it announced the deal. I would imagine it will come from a mix of the two companies, but more heavily weighted toward Oracle.

Oracle has been and is a database company, and that's where the focus should stay for now.

I think people were disappointed in the database number.

Microsoft is really going back to its roots here.

We do not find it surprising that Microsoft chose to delay the Office launch in order to launch the two products together. We think this strategy is appropriate as a way to create the maximum initial demand for both products, rather than trying to split marketing resources between two big launches separated by only a couple of months.

We estimate that organic growth of this company is about 10% (annually) and they've targeted 20% annual growth over the next five years. There are a lot of acquisitions built into that.

The database is a little weaker than we expected.

What's clear is that the annual numbers are fine for the Xbox,

We expect some investors to look for clarity on what Microsoft's dividend plan looks like going forward.

The swings are going to be very rapid, and they could be somewhat sizeable.

People should not be overwrought about the unearned balance.

The miss on earnings is mostly because of margin compression and increased costs. They run this company really fat to begin with, and if they are getting even fatter, it's absurd.

This is still a company that is extremely profitable. What people are worried about is whether that ever flows through ... to the benefit of shareholders, or does the company spend that money.

You would be telling my neighbors they would have to load their horses in trailers, bring them around on Georgetown Pike, and into your parking lot to unload their horses.