UBS expects Microsoft to report third-quarter earnings of 58 cents a share, one cent more than the analyst consensus, on revenue of $17.3 billion. That compared with $17.1 billion for the consensus. It is scheduled to report earnings Thursday after the New York markets close.
Thill said Microsoft is “one of the cheapest names in our group compared with, say, Oracle.” Unlike others on the Street, he added, Microsoft is going to reaccelerate revenue growth and reaccelerate operating margin.
“It’s not expensive relative to the market,” Thill said. “You’ve got some expensive homes in the software market. Microsoft is not one of them.”
Additional News: Oracle Considered Buying RIM, Palm: CEO
Additional Views: Exciting Tech Times May Rub Off On Microsoft: Analyst
CNBC Data Pages:
Thill, his family, and his company own Microsoft shares. UBS also has an investment banking relationship with, and has received compensation from, Microsoft.