Robert Stimson
Robert Stimson
among begins company employees further hearing implement occur vision
We have been hearing that further headcount reductions among PeopleSoft and J.D. Edwards employees may occur shortly as the company begins to implement its longer-term vision for Fusion.
execute expect layoffs oracle round targeted
We expect Oracle to immediately execute a round of layoffs targeted at Siebel's back-office and administrative employees.
costs cut estimate meet million operating oracle order stated
We estimate that Oracle will have to cut Siebel's operating costs by approximately...$350 million to $400 million in order to meet its previously stated accretion goals.
arena believe consumer continue entry impact impending security tangible
We continue to believe that Microsoft's impending entry into the consumer security arena has yet to make a tangible impact on the market.
approach believe centered distribute key license plan questions security services strategy structure
We believe the key questions surrounding Microsoft's security strategy are centered on how they plan to distribute these products, how they will structure subscription services and how they will approach license pricing,
believe cuts database indicative latest newly oracle pressure price pricing released round
We believe that this latest round of price cuts may be indicative of pricing pressure Oracle is experiencing from low-cost database alternatives such as Microsoft's newly released SQL Server 2005 and open-source offerings.
believe cut expenses meet operating oracle order percent roughly stated
We believe Oracle will have to cut Siebel's operating expenses by approximately 30 to 40 percent (or roughly $350 to $400 million) in order to meet previously stated accretion goals.
biggest country facing integrated issue problems strategic
The biggest issue facing the country is strategic infrastructure: ports, integrated transportation networks, problems of congestion.
expect news
this is not new news and we do not expect any near-term fundamental impact.