Most software companies risk losing market share if their products get out the door late and behind competitors. If Vista is late, there obviously is no meaningful market share loss.
Siebel was in a world of hurt. For Tom Siebel to sell to Larry Ellison, this is his worst nightmare. That shows the dire straits Siebel was in.
We are now at an inflection point where I think growth is going to start accelerating.
Everything has gone against Oracle. This is almost the final straw.
Everybody was prepped by Oracle's news a month ago. Expectations were going down.
It's very much steady Eddie. Microsoft showed nice growth and better levels of profitability.
Let's not ignore the fundamental course of business.
Everything PeopleSoft announced this morning helps clear the way to begin negotiations and maybe consummate the merger. The license revenue is much better than expected and that gives PeopleSoft a position of leverage.
The applications business continues to stumble and this quarter shows that. Oracle doesn't have the best applications products. That's why they want to buy PeopleSoft.
If the DOJ were to appeal, this would have dragged the case on even longer regardless of what the companies wanted to do. We're not in legal limbo anymore. The dominos are falling.
