Richard Williams
Richard Williams
Animator who won a 1989 Academy Award for his work on the live action/animation hybrid film "Who Framed Roger Rabbit." "The Thief and the Cobbler" became his unfinished masterpiece.
ProfessionCartoonist
Date of Birth19 March 1933
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This strikes me as a trial balloon, ... Management may be getting tired of the harping on the dividend so if they give investors a quarter of the cash to shut people up, then the company can get back to business.
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The bet that computer vendors are making as they build up inventory is that fourth quarter sales will see a big surge. If we don't get that it will be trouble for software, ... Everything comes down to the fourth quarter.
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This is traditionally a weak quarter but software right now has just flat-lined. Expectations are pretty low.
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There's a fair bit of seasonality for software companies. The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.
bit europe fair fourth quarter second software stinks third
There's a fair bit of seasonality for software companies, ... The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.
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To buy (Siebel) and combine them along with other smaller acquisitions into Oracle in a very short time is an unprecedented task in terms of difficulty. It's not easy by any stretch, and that is a lot of risk to try to do that in a short time with a bunch of different technologies.
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We didn't give our best effort. We started growing up tonight. With the results, it's evident. This was a critical first step.
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This year, our line is not as big. We don't have as many players at the skill positions and we're not as deep as last year or the year before.
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We see cannibalism as the only way to survive right now for the big players. There are a lot of software companies out there that can't grow.
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Even though these numbers on an absolute basis look cheap, we view it as not being as cheap as it looks,
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As there'll be some rotation among some members, there's a need for some others to serve for a longer period.
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We see tremendous market acceptance when Microsoft's next big enterprise software product comes out. And when you look at the sheer numbers, it's arguably as big a market as the original Windows market,
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This news is more than anything a warning shot to the rest of software that everybody is going to be involved in a feeding frenzy. You are going to see a lot of smaller players go away.
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I have had friends and family ask why we cannot get something done about this.