9 ordspråk av John DiFucci

John DiFucci

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There is a concern that Oracle will do something stupid but I don't believe they will. They will be fiscally disciplined with their acquisition strategy.

Oracle won't pay too much. It's only going to buy as long as the price is right.

If Oracle comes in line with consensus, then that's really an indication that things are better than investors thought. That could be catalyst for the stock so there's a potential for meaningful movement to the upside.

Companies are working towards a rationalization of the software industry because the growth rate is permanently declining.

This is a financial acquisition primarily, ... Oracle is buying PeopleSoft for its maintenance stream.

This is a financial acquisition primarily. Oracle is buying PeopleSoft for its maintenance stream.

While we believe that $50 may have been above what the market was expecting, the ability to use it on three PCs effectively makes it lower.

What we're referring to is our anticipation of the rapid commoditization of the consumer-security market due to the relatively new [Internet service provider] delivery method.

We anticipate that the February 9 earnings call may provide additional, critical elements to evaluating the pace with which the consumer security market is evolving as well as an updated outlook on McAfee's enterprise business that may provide investors with future investment opportunities with the shares.

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