Jeff Henley
Jeff Henley
Jeffrey O. "Jeff" Henley is an American businessman and the vice chairman of Oracle Corporation, having previously served as chairman...
appear enterprise far hardware remains software spending technology
As far as we can tell, technology spending for enterprise hardware and software remains very soft and does not appear to be improving.
definitely start worst
We're optimistic. We definitely think the worst is over and things are going to start getting better.
believe business economy fortunate industry optimistic pc quarter seen slowing third though
We're very optimistic about the third quarter and beyond, ... We have seen no slowing of our business, even though we believe that the U.S. economy and the PC industry are slowing. Our business is not at all correlated with the PC industry. We are fortunate to be in the right place at the right time.
involved met recognized
Every shareholder we met recognized the sizable synergies involved in this offer,
billion dollars improvement internet months nine point save savings using
Nine months ago, we set out to save one billion dollars annually by using our own Internet e-Business applications, ... That billion dollar savings translates to a 10 point improvement in our margin.
again bullish business continues extremely good margins quarter rest sales second
Business continues to be extremely robust, which makes us bullish on the second quarter and the rest of the year, ... We think margins will continue to expand, and sales pipelines look good again this quarter.
above economy execution improving results solid
Solid execution in the field, a strengthening competitive position, and an improving economy contributed to results that were above expectations,
bit demand feels hit
It feels to us like in Q4 we hit the bottom, and if anything, demand may be getting a bit better in Q1,
asia business europe market pacific
The Asia Pacific market is not any better, but business in the U.S. and Europe has really bounced back,
assumption continue economy economy-and-economics improvement six spending technology
Our assumption is that the U.S. economy will continue to improve, at least gradually, but technology spending will not show significant improvement probably for another six months.
caused difficult earnings economy fiscal given global growth impending increasing modest operating pleased revenue third war
Given the difficult global economy and the increasing uncertainty caused by the impending war in Iraq, we were pleased to see modest revenue and operating earnings growth in our fiscal third quarter,
assuming bottom expenses gets pick plan quarters row several year
I don't think we know where the bottom is, ... We've had several quarters in a row where each quarter gets worse. We've been assuming things probably won't pick up a lot for another year or two and we try to plan our expenses accordingly.
continue good growth license underneath
Underneath it all, if you normalize the numbers, we continue to show good growth in our license business,
business looks negative rest terrific year
We don't see anything for the rest of this year that looks negative at all. We think that business is going to be terrific this year.