Serena's not in good condition - she is in worse condition than me [Wimbledon 2005] |
Symantec cannot grow as rapidly as it has done in the past, |
Symantec cannot grow as rapidly as it has done in the past. |
That's as good a defense as we've seen on film all season and thought we'd have problems with them, but we were one block away a few times in the first half from tying the game up. |
That's what is behind Microsoft's interest in AOL. They are looking at combining MSN and AOL, two underperforming assets, cut the costs, and come up with a single productive asset. Both MSN IM and Yahoo IM are on the outs. AOL dominates that market. So this deal has the same idea behind it as MSN/AOL. |
The average retail investor can't be as nimble as institutions. If you buy right now, you might be sitting on a loss for months. |
The bet that computer vendors are making as they build up inventory is that fourth quarter sales will see a big surge. If we don't get that it will be trouble for software, ... Everything comes down to the fourth quarter. |
The biggest lesson we've learned from this is just how serious Oracle is to find another revenue source, ... It's painfully obvious that their own business is not doing well enough that they are pursuing this with such ferocity. |
The biggest risk for IBM is not the restatement of revenues and growth, it's more the potential for a crisis of confidence. |
The economy is not in a position to sustain the kind of upside that bulls require to justify their stance. Stocks are tremendously overvalued, based on what I can see, and it's hard to get too excited about upside potential. |
The fact that the EU is showing its teeth is very significant. Microsoft kind of got away with things in the U.S. |
The fraud is ugly, the perpetrators are gone, and this is an embarrassment in a huge way. Now the issue is one of the new leadership -- can they keep everyone focused, can they keep the wheels on the wagon? |
The growth rate is not very impressive, ... Why pay such an exorbitant multiple on earnings? |
The problem is the lawsuit is holding them up from answering the competitive threat. |
The reality is that an Oracle deal would cost PeopleSoft customers. They have a vested interest in keeping PeopleSoft independent, |