John Segrich
John Segrich
autonomy companies company data performing picture points seeing start three together
You take those three data points together and you start to put together a picture of a company that's performing very well, ... We're not seeing the slowdown at Autonomy that other companies are facing.
consulting gain head light lost recently relative scholars-and-scholarship struggled
Revenues were light relative to expectations. They have struggled to gain traction in consulting and recently lost the head of the business.
believe continue environment global improving market sap seeing share taking
We continue to believe SAP is seeing an improving IT-spending environment and is taking market share from global peers, especially Oracle.
bit licenses looking margins street though weaker
Licenses are a little better, though they could have been a bit stronger. Margins were a little weaker than the Street had been looking for.
believe flow momentum news remain sap
We believe momentum for SAP is set to continue. News flow will remain strong...well into 2007.
given might price profit share solid taking
You might see some profit taking given the share price increase... but it's still been a very solid quarter.
autonomy equipment half laid management market original sales solid strategy team
Autonomy is getting half of its sales in the U.S., has laid out a solid strategy with original equipment manufacturers, has a solid management team and market opportunity,
common information investors legs quite support
Unstructured information is common to just about every industry. This story has legs to support investors for quite a long time.
changes fairly incredibly sound
Not to downplay it, but this is fairly straightforward. Some of these changes don't sound incredibly complex, but if you do enough of them it makes a big difference.
above bar certainly challenge exceeded face forecasts high history later past range risk sets slightly street
The challenge they face now is that because they've exceeded forecasts in the past they risk disappointing the market. History suggests that the Street migrates to the high end of their range or slightly above and that certainly sets a high bar for later in the year.
brought business experience good growing industry move veteran
This is a good move for Business Objects. With Mr. Schwarz, they have brought on an industry veteran who has experience in growing companies.