John Rizzuto Quotations

We continue to expect Oracle's business to show sluggish incremental growth, with growing competition in the database business likely to mute acceleration of the segment as competitors introduce new releases of their products.

We believe the acquisition will close as expected, but we are not anticipating Oracle's guidance to reflect the exceptionally strong Siebel results going forward.

While the plan is reasonable and may potentially bear fruit, we believe it will take several quarters to materialize.

After several years of talking about building a strategy to enter new businesses and accelerate license growth and earnings, BEA seems to be executing.

It's going to be a very challenging year for the company. Right now, SAP has a better message and better technology. Oracle has the right message and right strategy, but it won't come about until 2007 by their own timetable.

However, billings will have to accelerate beyond the current mid-single-digit projected rate in order for CA to be awarded a premium valuation.

The company will likely grow faster than the aggregate markets in which it participates.