Oracle continues to be a margin expansion story and we expect that trend to continue this quarter. We expect the increased operating leverage to come in the form of lower sales and marketing expenses. -Melissa Eisenstat

 

Oracle continues to be a margin expansion story and we expect that trend to continue this quarter. We expect the increased operating leverage to come in the form of lower sales and marketing expenses.


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This quote is just one of 9 total Melissa Eisenstat quotes in our collection. Melissa Eisenstat is known for saying 'Oracle continues to be a margin expansion story and we expect that trend to continue this quarter. We expect the increased operating leverage to come in the form of lower sales and marketing expenses.' as well as some of the following quotes.

What we do see as key are Microsoft's improving business fundamentals, specifically ... Windows 2000 and the Internet.

Melissa Eisenstat
228

Noting that this management team has a long history together, we think it will be business as usual for the foreseeable future.

Melissa Eisenstat
201
Investors should view both the DOJ's and Microsoft's remedy proposals as the two end points in the spectrum of possible outcomes. However, given Judge Jackson's negative stance toward Microsoft throughout the entire legal proceeding, we suspect that the remedy judgment will more closely align with the government's proposal than Microsoft's version. -Melissa Eisenstat
181

With Windows 2000 revenues not really kicking in until 2001 and the continued weakness of the business PC sales impacting Microsoft's core business, we expect the fourth quarter to be lackluster, coming in slightly above the third quarter.

Melissa Eisenstat
175

Oracle continues to be a margin expansion story and we expect that trend to continue this quarter. We expect the increased operating leverage to come in the form of lower sales and marketing expenses.

Melissa Eisenstat
173
Although the news is certainly not a positive, we do not believe it is a 'death blow' either. -Melissa Eisenstat
136

Because of the uncertainties and the risks to our earnings model should any behavioral remedies be implemented, we continue to advise investors to stay on the sidelines until further clarity can be gained.

Melissa Eisenstat
115