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Veteran software analyst Rick Sherlund, with Nomura Group, hosted a conference call with Apotheker this morning.
FORBES: L��o Apotheker Speaks
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Sherlund tends to ask smart questions and Apotheker has a uniquely vast perspective on the industry.
FORBES: L��o Apotheker Speaks
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That said, Sherlund gives a backhanded plug for the potential for Windows-based tablets.
FORBES: Microsoft: Nomura Trims Ests On Soft Win 8 Debut
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Veteran software analyst Rick Sherlund of Nomura Securities has a report out this morning with a rather gloomy, cautionary take on the enterprise software sector.
FORBES: Nomura Predicts Rough Patch For Big Software Names
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The good news, per Sherlund, is that valuations have already softened.
FORBES: Nomura Predicts Rough Patch For Big Software Names
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Goldman Sachs' veteran analyst Richard Sherlund says corporate IT spending fell 11% in 2001, will decline 1% this year and may rise only 3% next year.
FORBES: Magazine Article
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Richard Sherlund, a veteran analyst with Goldman Sachs, says that corporate it spending fell 11% in 2001, will decline 1% this year and may rise only 3% next year.
FORBES: The customer's revenge
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"The combination of Windows 8's sluggish adoption and the absence of compelling new hardware have been disappointing, with no relief likely until later this year, " Nomura analyst Rick Sherlund said in a research note.
WSJ: Microsoft's Woes Raise the Stakes for Windows Blue