As the database goes, so goes Oracle. |
The PeopleSoft drama is just that: drama and chatter. Investors need to adjust their antennas and focus on the underlying fundamentals of the business. |
There's enough maturity in the offerings from Salesforce.com now that it will open up a market opportunity beyond the early adopters. |
This is still one of the best software companies out there. |
While the quarter's financials are important, the stock performance keys off the PeopleSoft decision. A resolution will be positive one way or another. |