19 ordspråk av Bert Hochfeld

Bert Hochfeld

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I don't think investors really appreciate the economies of scale inherent in enterprise software, especially now since it's a much slower growth business. The industry needs to consolidate.

I think the stock had been very extended in terms of valuation, in any event, so I think it was very vulnerable to something like this,

I think the stock had been very extended in terms of valuation, in any event, so I think it was very vulnerable to something like this, ... I think that the valuation of the shares at several hundred times revenues was so extreme that it didn't take much.

I think the stock had been very extended in terms of valuation, in any event, so I think it was very vulnerable to something like this. I think that the valuation of the shares at several hundred times revenues was so extreme that it didn't take much.

I would expect Oracle to continue to be guarded on their conference call. Management is not going to be singing hosannas about current business conditions,

I would expect Oracle to continue to be guarded on their conference call. Management is not going to be singing hosannas about current business conditions.

I'm puzzled that people are that negative [about Intel],

IBM is a much more pervasive company. I'm going to be very interested in how they've done in software and global services. That is a very strong snapshot as to what final demand is for corporate information technology spending.

Informix has strong products in a strong market.

Informix, today, is squeaky clean, ... There is nobody there now who was there five years ago.

Intel is not a bellwether for software and networking. Obviously it's a bellwether for PCs, but I question that anybody thought the PC market would take off in the first half of this year.

It was like the Aegean stables, and he's been like Hercules.

It's a big risk, Fusion. Does it come out on time? Does it scale properly? Is it buggy? Can [Oracle] get people to migrate to it?

It's fair to say that we're seeing an improvement after a soft patch when a lot of companies were missing numbers in April. There were very few tech companies that missed in July,

Many investors are fearful that oracle will acquire this that and the other thing. But my contention is they need to. The software industry is plagued by having too many companies. There are far too many duck hunters for the number of ducks out there.

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