David Hilal
David Hilal
best business buy continues oracle quarter shows stumble
The applications business continues to stumble and this quarter shows that. Oracle doesn't have the best applications products. That's why they want to buy PeopleSoft.
everybody month news
Everybody was prepped by Oracle's news a month ago. Expectations were going down.
continue difficult management pickup seeing software teams
Things continue to be difficult -- software management teams and salespeople are not seeing a pickup in software buying.
investors lose remedy sleep software
This is just part of the software world. And because there's a remedy for these problems, investors don't lose too much sleep over it.
growth levels microsoft nice steady
It's very much steady Eddie. Microsoft showed nice growth and better levels of profitability.
broaden companies ripe solution today
Entrust is one of the companies today that has a very specialized solution and has yet to broaden its portfolio. It's ripe for acquisition.
against almost final gone
Everything has gone against Oracle. This is almost the final straw.
announced begin clear consummate expected gives helps license maybe morning position revenue
Everything PeopleSoft announced this morning helps clear the way to begin negotiations and maybe consummate the merger. The license revenue is much better than expected and that gives PeopleSoft a position of leverage.
deal liked outweigh positives series
Strategically, the deal makes sense. I would have liked the deal better if it wasn't part of a series of acquisitions ... but I still think the positives outweigh the negatives.
ahead business good
The server business did really well. There are good things going on ahead of Longhorn.
aol less netscape priority process slow step time
Netscape is less and less of a priority for AOL Time Warner, and this is just another step in the slow sun-setting process of Netscape Navigator.
move next people question software
People will move into software next year. It's a question of when, not if.
course ignore
Let's not ignore the fundamental course of business.
growth services software
Licensing is the story. All that other growth from services and maintenance comes from having new software business.