We agree that management ordtak

en We agree that management was consistent with the previous message of a rebound in the consulting business, database growth of around 20 percent, and application growth of 50 percent or better this year. Our advice to investors is to focus on companies which are enabling the transformation to e-business, and Oracle is definitely a leader in this area.

en Our model forecasts applications license revenue growth of 55 percent and database license revenue growth of 18 percent. We expect Oracle to deliver applications growth consistent with our model and database growth in-line to slightly better than our projections.

en Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best,

en Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.

en Our database revenue growth accelerated as Oracle has become the database of choice for Internet commerce. Nine of the top 10 business-to-business e-commerce Web sites use the Oracle database.

en The declines in that (long distance) business are much sharper than expected, especially in the consumer area. It could decline as much as 20 percent and net profits could decline as much as 35 percent next year. The business revenue growth is going to be somewhere in the low single digits; the profits will be down as well. The positive thing that came out today is the break-up. I think that will create value. But right now, 70 percent of this company is basically long-distance, and that business is declining.

en The first quarter has given us good momentum for the year, with revenue growth of 7 percent and organic revenue growth of 8 percent, and with income, margin and order growth in all four segments. Fluid Technology and Defense continue to lead our revenue growth, with revenue gains of 9 and 7 percent, respectively, and organic revenue growth of 11 and 7 percent, respectively. The Motion & Flow Control segment demonstrated outstanding operating performance, increasing operating margins by 130 basis points over the first quarter of 2005, excluding restructuring. Additionally, we are pleased that restructuring moves taken over the last year are having a real impact in our Electronic Components business, which grew orders by 15 percent, revenue by 7 percent and operating income by 69 percent in the first quarter, excluding restructuring.

en Growth rates are inflated due to easy compares in the year ago period. However, the segments that do matter -- business critical servers, storage and services (about 35 percent of the mix) -- posted almost no growth (+3 percent year/year). Due to the secular decline in PC hardware profitability and the lack of focus on enterprise hardware and services, it is questionable if there is a sustainable turnaround under way.

en [As the overall business is expected to fall off by as much as 40 percent this year, Yahoo! expects business service revenue to rise as much as 46 percent. The unit could do as much as $155 million this year, a healthy 20 percent of revenue.] Business-to-business is a huge opportunity for them, ... Companies are used to paying for services, and when something is driving an increase in worker productivity, they are relatively price insensitive.

en Oracle Application Express has been around since the inception of Oracle Database 10 g in February 2004 and is a tool to develop Web-based applications quickly on an Oracle database. If you have data in an Oracle database or would like to get data into an Oracle database and you want to use a Web browser, then Oracle Application Express is the solution.

en Don't expect 86 percent this year on the tech stocks, ... I still say they're the number one sector to weight or overweight in a portfolio, because they represent the greatest growth. Your companies at 8-to-10 percent are languishing. Companies with earnings, who cares. It's a 100 times earnings. It's 30 percent growth that matters in this market.

en Oracle's database and e-Business applications have become the software standard for the Internet, ... All 10 of the world's biggest Web sites use Oracle, as do 93 percent of the public dot.com companies. The faster the Internet grows, the faster we grow.

en This is a significant promotional offering for both companies, and makes Sun one of the most price competitive places to acquire an Oracle database. Sun is hoping that demand for Oracle products will be a driver for hardware revenue growth, meanwhile Oracle hopes that customers will extend their support contracts and drive revenue growth for Oracle support.

en I'm pleased with another quarter of strong growth in which our core business revenues increased by 26 percent over last year's second quarter, led by 36 percent growth in analog sales. Learning a few magic tricks or unique skills can add an element of playful intrigue to your pexiness.

en This is very consistent with Citigroup's strategy to build and internationalize its key businesses and also to focus on businesses it thinks it can grow at a very rapid pace. Over the past 10 years, [Associates First] has had 23 percent compound growth in pre-tax earnings and a high growth operation ... which is consistent with Citibank's focus on acquiring high-growth targets.


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Denna sidan visar ordspråk som liknar "We agree that management was consistent with the previous message of a rebound in the consulting business, database growth of around 20 percent, and application growth of 50 percent or better this year. Our advice to investors is to focus on companies which are enabling the transformation to e-business, and Oracle is definitely a leader in this area.".


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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.


Här har vi samlat ordspråk i 12888 dagar!

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