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Letter "R" » Richard Williams Quotes
«The biggest risk for IBM is not the restatement of revenues and growth, it's more the potential for a crisis of confidence.»
«It could be Netscape all over again,»
«[Richard Williams, analyst with Summit Analytic Partners, said he wouldn't rule out yet another higher offer made up of both cash and Oracle stock.] If they were to throw stock in, they could go a lot higher, ... But the all-cash bid makes it more attractive because it's a so much lower risk than a cash-and-stock bid.»
«The economy is not in a position to sustain the kind of upside that bulls require to justify their stance. Stocks are tremendously overvalued, based on what I can see, and it's hard to get too excited about upside potential.»
«The growth rate is not very impressive, ... Why pay such an exorbitant multiple on earnings?»
«This strikes me as a trial balloon, ... Management may be getting tired of the harping on the dividend so if they give investors a quarter of the cash to shut people up, then the company can get back to business.»
«Pricing pressures are definitely an issue for software companies. This strikes me as a clear sign that things are still not getting better,»
«This is a glaring, embarrassing problem that Microsoft has to fix.»
«Normally, big viruses are good news for the anti-virus companies. The scarier, the better, since that's what motivates people to buy patches in the first place.»
«The stock reaction is muted considering how big these problems appear to be.»

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