27 ordspråk av David Hilal

David Hilal

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Licensing is the story. All that other growth from services and maintenance comes from having new software business.

Things continue to be difficult -- software management teams and salespeople are not seeing a pickup in software buying.

Everything has gone against Oracle. This is almost the final straw.

This is just part of the software world. And because there's a remedy for these problems, investors don't lose too much sleep over it.

Investors feel they are not going to step in a land mine -- that's brought money back to the sector.

This segment of the business could provide wind for Microsoft's sails for the coming years.

This is the one legal issue that was a big thorn in Microsoft's side and most people were led to believe is that this would drag on and on and on.

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.

Everybody was prepped by Oracle's news a month ago. Expectations were going down.

A lot of the shortfalls are being blamed on the onset of the war so investors are giving the software companies a pass this quarter.

Web services are only going to work if Java and .Net are going to be interoperable.

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.

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.

In one fell swoop, nearly $33 billion is getting rotated out of equity into cash and I do believe a good portion of that will find its way back into Microsoft.

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