(20 quotes found)
“People should not be overwrought about the unearned balance.”
Charles Di Bona
“There is no serious evidence that [Microsoft's] franchise is actively being undermined in any material way at this point.”
“Oracle said it wanted to cut costs by a couple hundred million when it announced the deal. I would imagine it will come from a mix of the two companies, but more heavily weighted toward Oracle.”
“We estimate that organic growth of this company is about 10% (annually) and they've targeted 20% annual growth over the next five years. There are a lot of acquisitions built into that.”
“Oracle has been and is a database company, and that's where the focus should stay for now.”
“The database is a little weaker than we expected.”
“I think people were disappointed in the database number.”
“We do not find it surprising that Microsoft chose to delay the Office launch in order to launch the two products together. We think this strategy is appropriate as a way to create the maximum initial demand for both products, rather than trying to split marketing resources between two big launches separated by only a couple of months.”
“This is still a company that is extremely profitable. What people are worried about is whether that ever flows through ... to the benefit of shareholders, or does the company spend that money.”
“The miss on earnings is mostly because of margin compression and increased costs. They run this company really fat to begin with, and if they are getting even fatter, it's absurd.”
