Siebel was in a world of hurt. For Tom Siebel to sell to Larry Ellison, this is his worst nightmare. That shows the dire straits Siebel was in. |
Strategically, the deal makes sense. I would have liked the deal better if it wasn't part of a series of acquisitions ... but I still think the positives outweigh the negatives. |
The applications business continues to stumble and this quarter shows that. Oracle doesn't have the best applications products. That's why they want to buy PeopleSoft. |
The server business did really well. There are good things going on ahead of Longhorn. |
There is a definite horse race between the two of them. But this is a massive market. It is not an either/or situation. Both will be successful. |
Things continue to be difficult -- software management teams and salespeople are not seeing a pickup in software buying. |
This is just part of the software world. And because there's a remedy for these problems, investors don't lose too much sleep over it. |
This is the one legal issue that was a big thorn in Microsoft's side and most people were led to believe is that this would drag on and on and on. |
This segment of the business could provide wind for Microsoft's sails for the coming years. |
We are now at an inflection point where I think growth is going to start accelerating. |
Web services are only going to work if Java and .Net are going to be interoperable. |
Xbox does have a material impact for Microsoft in the December quarter because of the holiday shopping season. The fact it was capacity constrained in December will probably create some headwinds for their overall quarter. |