Rick Sherlund
Rick Sherlund
believe business determined given monopoly operating provides systems
We believe this provides little to no remedy, given that the operating systems business is still a monopoly business as determined by the court.
august compelled cost cut estimates given growth numbers oracle rates
Oracle has an August quarter, so we are more compelled to cut estimates now. Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
august compelled cost cut estimates given growth numbers oracle rates
Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
above evidence given pc quarter reduced results slowing
The results were above our estimates, which had been reduced during the quarter given evidence of slowing PC demand.
add compete deliver given hat ibm microsoft move oracle red stack technology view
We view this favorably for Red Hat, given our view that Red Hat will need to move up the infrastructure stack and add a database, application server, portal, and integration technology to deliver an open-source infrastructure stack to compete with that of BEA , Oracle , IBM and Microsoft .
asking biggest block consumer delay department given justice
I think the biggest impact, were there a delay, would be on the consumer sector, but given that the Department of Justice is not asking to block the launch, it doesn't look like there'll be much of an impact.
companies difficult given oracle relief switch transition view
Given the difficult transition for other companies that have made the switch (to subscription accounting), we view this with some relief for Oracle stock.
added appears believe clear dimension front oracle platform shift systems
We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue.
massive open stock
I think that would take the stock down a lot. It would open them up to massive follow-on litigation.
figure growth rate trying
I think the Street's trying to figure out what is the long-term growth rate here,
activity appears comment management status
Management will not comment on the status of the DOJ settlement discussions, but it appears to us that things may be heating up, ... There appears to be a flurry of activity on the settlement front, but no way of gauging probabilities.
benefit internet oracle presence provider
Oracle may benefit from its presence as an Internet infrastructure provider as its applications and databases become more Internet centric.
appeals case court investors judge modified optimistic twice
The appeals court has twice overturned the judge in this case, so I think investors are optimistic that this case could be significantly modified or overturned on appeal.
basic broken cannot company easily management marketing microsoft product research sales support
Microsoft cannot easily be broken up. It is a unitary company with one management team, one headquarters, one set of sales and marketing offices, one sales force, one product support organization, one basic research unit, etc.