We think the largest emerging threat is very different. Today's threats are not based on notoriety, but on profit.
The stock price has become divorced from its underlying fundamentals driven by investor enthusiasm surrounding the television shows. It may take until the shows debut or until investors see that earnings aren't coming in for the stock to crack.
We expect the acquisition would enable Red Hat to continue to report robust revenue growth, however we believe it would slow Red Hat's margin expansion.
We continue to believe antitrust issues are the largest risk Microsoft faces.
I am viewing this as good news.
Well, I certainly think it makes more sense than the music deal she announced to release CD's with Sony BMG, ... This, at least, is more in tune with her core branding. But I don't expect it to have any major financial impact in the immediate term.
Yes, they're recovering and they're doing better, ... But they still have a ways to go.
There's absolutely a consensus around the idea that they needed to cut costs at the magazine and that the decision they made today to invest in the magazine was the wrong one. They're investing a lot of money in a product that's at the end of its life cycle.
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