Given all the changes in the quarter, I actually expected worse results. It's going to take some time to see whether they were the right changes. They need to dig themselves out of a hole. |
Given the license revenue performance and our view that the company is moving in the right direction, we would be buying shares on weakness today. |
I think it's a good acquisition because it's the front end of development. |
Oracle is a tough place to work; it's like a battle every day. |
Oracle's success hinges on retaining its customer base, including ones it inherited from the companies it bought. |
This doesn't change any of the business fundamentals, but it makes you worry about the way the company is picking its people. |
This seems to be a much bigger commitment for Lawson. |
We continue to feel that overall buying patterns in the mid-market space are resulting in customers purchasing larger-scale ERP solutions, with multiple products and longer deployment cycles. In the future, this will likely extend revenue recognition for similar types of deals. |
We think Oracle is well positioned to grab [market] share and further increase margins. |