Andrew Roskill
Andrew Roskill
bottom government laid line table technology understand
The bottom line is, the way things are laid out on the table right now, they just aren't going to work. The government doesn't really understand how technology works.
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.
gone good last microsoft nowhere three time
Microsoft has gone nowhere for the last three months. If you're a long-term investor, this is a really good time to get in.
appeal assuming broken key
Basically, the key is going to be the appeal process. I don't really see how this is anything different. I don't think anybody's assuming that the company's going to get broken up.
cautious company due issues latest number outlook potential prior product risk tougher transition
Prior to this latest event, we had been cautious in our outlook for the company due to a number of potential issues such as product transition risk and tougher year-ago comparisons.
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As a result of strong product offerings and a successful execution track record, we believe the company is currently on track to reach the pivotal $1 billion annual sales milestone faster than most companies in the enterprise software sector.
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.