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14 ordspråk av Andrew Roskill

Andrew Roskill

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As a result of strong product offerings and a successful execution track record, we believe the company is currently on track to reach the pivotal $1 billion annual sales milestone faster than most companies in the enterprise software sector.

The event was more of a marketing event than a product launch, as a lot of the details were predictably vague. Further, CEO Ballmer conceded offstage that it likely would be several years before the .NET platform has any material impact on Microsoft's financials.

While Bloom's departure is not in itself disastrous for Oracle, it is yet another chink in the armor.

We believe BEA is well positioned as one of the leaders in the e-commerce infrastructure software and applications server software markets.

There were literally no blemishes we could uncover in the quarter.

Microsoft has gone nowhere for the last three months. If you're a long-term investor, this is a really good time to get in.

We have said for some time that Windows 2000 will have a slow ramp because companies take time to test and deploy new operating systems. Windows 2000 is basically a second half of 2000 story.

I'm saying basically to hold the stock, don't panic -- it got ahead of itself -- and wait.

Basically, the key is going to be the appeal process. I don't really see how this is anything different. I don't think anybody's assuming that the company's going to get broken up.

Right now, the stock is just being driven by government propaganda. I think come the fall election, getting a more reasonable judge involved in this case will get this thing resolved.

The bottom line is, the way things are laid out on the table right now, they just aren't going to work. The government doesn't really understand how technology works.

The stock had a great run-up in anticipation of solid earnings, and I think their database revenue was a little shy of what people were looking for -- that's probably why people are selling in after-market (trading). Overall, it was a good quarter.

This is a company that is clearly in rebuild mode. It's still somewhat of a 'show me' situation but it's a great start.

Prior to this latest event, we had been cautious in our outlook for the company due to a number of potential issues such as product transition risk and tougher year-ago comparisons.

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