29 ordspråk av Brendan Barnicle

Brendan Barnicle

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 I was disappointed, frankly,

 I wonder if it isn't the impact of Apple and other players,

 If Oracle did $1.2 billion in licenses and reports earnings of 15 cents a share, the stock will rip on that,

 Investors were thinking that these new products were going to return Microsoft to the same levels of growth and profitability as it had in its glory days.

 It was shocking. They gave this guidance, but the stock didn't go down much right away because no one believed it could be that far off. The expenses are wildly higher than anyone had expected.

 Larry will go out of there in a pine box.

 Microsoft is moving away from some of these strategic media investments they had made in the '90s so they can focus their energies and resources on the Internet-based computing trends that are occurring right now and could potentially be harmful to their core business.

 Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low.

 Most of the news in terms of earnings is out there, ... If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.

 Most of the news in terms of earnings is out there. If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.

 Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,

 Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely.

 Particularly in the software sector, so much of what's going on with these stocks now has nothing to do with the fundamentals. It all has to do with this M&A activity that's going on and the uncertainty around it.

 Pricing pressure is killing the application software companies and that's the reason for weakness, ... And we have definitely heard from customers that they are unwilling to buy from either Oracle or PeopleSoft until the takeover situation is resolved.

 SAP is clearly taking share in the applications market and that's hurting PeopleSoft and Oracle, ... This is exactly the time for investors to get involved in SAP.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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