We are constantly looking at other companies. |
We are fairly early on in consolidating enterprise software, ... It is early on, but it is a short game. |
We are optimistic about becoming number one in the middleware business, |
We are optimistic about becoming number one in the middleware business. |
We believe that our growth and PeopleSoft's decline resulted in part from an increase in our competitive win rate over PeopleSoft, and the fact that we are beginning to replace PeopleSoft at a number of major accounts, |
We don't know, ... The fact is that the buying climate remains very tough. There aren't so many big deals around anymore. |
We had a very, very large CRM development organization, so there are some moves there. We had more people than we need to develop CRM. |
We have a very close relationship with Dell. |
We have no large acquisitions in mind right now. |
We highlighted 10 of our more than 450 customers that are currently live after just one year of the e-business suite. |
We think Microsoft is a very serious competitor going forward in the applications business. It's not simply going to be Oracle versus SAP. |
We think of Microsoft as our major competitor in the database business, not IBM, |
We think that's a very important asset and we want to preserve and invest in it. |
We think this year, this wonderful year, was our period of adjustment, ... We think that transition is behind us and top-line growth will look a lot better this coming year. Our pipeline is just over the moon. |
We used to be friends a long time ago, ... a good deal of social time with Bill. Less so recently. |