29 ordspråk av Brendan Barnicle

Brendan Barnicle

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If Oracle did $1.2 billion in licenses and reports earnings of 15 cents a share, the stock will rip on that,

Microsoft is moving away from some of these strategic media investments they had made in the '90s so they can focus their energies and resources on the Internet-based computing trends that are occurring right now and could potentially be harmful to their core business.

We are really seeing a change in the landscape of tech for the first time in five years.

Pricing pressure is killing the application software companies and that's the reason for weakness, ... And we have definitely heard from customers that they are unwilling to buy from either Oracle or PeopleSoft until the takeover situation is resolved.

These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way,

SAP is clearly taking share in the applications market and that's hurting PeopleSoft and Oracle, ... This is exactly the time for investors to get involved in SAP.

Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,

Most of the news in terms of earnings is out there, ... If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.

Most of the news in terms of earnings is out there. If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.

Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely.

These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way.

The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense.

We've had this lull before the new products come, so we're going to need to see those new products driving double-digit earnings growth again.

The database business is a huge business, quite mature. That's where we need to see the growth, even though we look to the see the applications asset of the business.

The lawsuits ... are a constant over-hang on the stock and it's pretty well reflected in the stock.

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