Everyone is citing the war. While the war is probably the primary factor, in some instances there may be other issues -- competitive and so on. |
Everyone knows there's no love lost between Larry Ellison and Tom Siebel. |
Initially, we will work together to leverage the well-established brand of the Arthur Hills organization to further strengthen GE's position in the golf market place. Today we will work with seasoned owners/operators who seek to acquire and refinance golf courses. We also see many future possibilities, such as financing member-owned clubs. |
Linux is right up near the top where the greatest relative momentum is heading. |
Right now, the primary driver of demand in the software sector as a whole is clearly that everybody's trying to build out an e-business infrastructure and to leverage the Internet as a basis for doing business. Today, we see a lot of momentum and strength in the companies providing the core building blocks from a technology perspective in supporting this e-business infrastructure. |
The stock's been trading in a range of $10 to $12. We're at $13 as a one-year target, at the upper end of the range. I think the stock, in a flat market, would want to trade up a bit. |
These two stocks have been under pressure this year because of questions about how relevant they are to the boom in e-business. |
Until we see all the earnings reports, it's hard to define the context clearly. |