It would be naive of us to believe that these companies can get through an increasingly difficult economic environment, or a recession, without being in at least some way negatively impacted.
If you wanted to have a discussion about a transaction, you had to have lawyers present. I miss that contact with all the innovation leaders.
The bet that Red Hat is making is that the technologies are finally ready to start to put together an open-source stack.
Ingres will be a disruptive force in the database market. The economics of enterprise software are ripe for change and Ingres delivers a credible alternative to customers wanting a higher return on their database investment.
We basically took down our estimates across the entire sector.
On a more intermediate term basis it raises additional questions about the future application footprint, Project Fusion.
