[This news] is likely to contribute to the investor notion that Oracle's ability to grow its database business is constrained. |
due to any change in outlook coming from the company. |
I don't think [the tax issue] will be a top-of-mind issue for investors. It won't be interpreted as a big issue. |
I think CA remains very much a work in process. This raises further questions about the recovery of CA. It raises questions about exactly what is happening. |
I would really like to see what they're going to do about the debt, |
They left two years ago. There's a new management team in place. |
This is more or less past history. I really don't think it matters as far as the stock is concerned. |
We believe the issue is more one of market growth and expectations. |
With those companies growing revenues faster than Oracle, it is no surprise to us that Oracle's stock finally came under pressure, |
With those companies growing revenues faster than Oracle, it is no surprise to us that Oracle's stock finally came under pressure. |