Andrew Roskill
Andrew Roskill
database good great looking people revenue selling shy solid stock
The stock had a great run-up in anticipation of solid earnings, and I think their database revenue was a little shy of what people were looking for -- that's probably why people are selling in after-market (trading). Overall, it was a good quarter.
ceo details event impact likely marketing material platform product several
The event was more of a marketing event than a product launch, as a lot of the details were predictably vague. Further, CEO Ballmer conceded offstage that it likely would be several years before the .NET platform has any material impact on Microsoft's financials.
literally uncover
There were literally no blemishes we could uncover in the quarter.
departure disastrous itself
While Bloom's departure is not in itself disastrous for Oracle, it is yet another chink in the armor.
basically companies half operating ramp second slow test time windows
We have said for some time that Windows 2000 will have a slow ramp because companies take time to test and deploy new operating systems. Windows 2000 is basically a second half of 2000 story.