David Hilal
David Hilal
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.
behind companies door late losing market meaningful obviously products risk share software
Most software companies risk losing market share if their products get out the door late and behind competitors. If Vista is late, there obviously is no meaningful market share loss.
awesome certainly companies company earnings franchise great growth near pay paying strongest technology three unheard
For a company with great profitability and a near monopoly, it would certainly not be unheard of to pay two to three times the growth rate. So paying 25 times earnings for one of the strongest technology companies with an awesome franchise is fair.
blamed companies giving investors pass software war
A lot of the shortfalls are being blamed on the onset of the war so investors are giving the software companies a pass this quarter.
case companies dragged legal limbo longer regardless
If the DOJ were to appeal, this would have dragged the case on even longer regardless of what the companies wanted to do. We're not in legal limbo anymore. The dominos are falling.
ahead business good
The server business did really well. There are good things going on ahead of Longhorn.
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.
growth point start
We are now at an inflection point where I think growth is going to start accelerating.
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.
move next people question software
People will move into software next year. It's a question of when, not if.
growth services software
Licensing is the story. All that other growth from services and maintenance comes from having new software business.
dire hurt larry sell shows tom worst
Siebel was in a world of hurt. For Tom Siebel to sell to Larry Ellison, this is his worst nightmare. That shows the dire straits Siebel was in.
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.