Brendan Barnicle
Brendan Barnicle
computing core energies focus harmful media microsoft moving resources strategic trends
Microsoft is moving away from some of these strategic media investments they had made in the '90s so they can focus their energies and resources on the Internet-based computing trends that are occurring right now and could potentially be harmful to their core business.
larry pine
Larry will go out of there in a pine box.
earnings guidance light lower negative news terms unlikely
Most of the news in terms of earnings is out there. If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.
earnings guidance light lower negative news terms unlikely
Most of the news in terms of earnings is out there, ... If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.
deal happening microsoft spending twice
Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low.
betting next oracle sometime stumbling year
Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,
apple impact wonder
I wonder if it isn't the impact of Apple and other players,
change five landscape seeing tech time
We are really seeing a change in the landscape of tech for the first time in five years.
asset business database huge quite though
The database business is a huge business, quite mature. That's where we need to see the growth, even though we look to the see the applications asset of the business.
leverage microsoft
What's interesting is that Microsoft is now more of a leverage story.
billion cents earnings licenses oracle reports rip stock
If Oracle did $1.2 billion in licenses and reports earnings of 15 cents a share, the stock will rip on that,
driving earnings growth lull products
We've had this lull before the new products come, so we're going to need to see those new products driving double-digit earnings growth again.
hoped
We'd hoped to see a little more upside.
clearly exactly hurting investors involved market sap share taking time
SAP is clearly taking share in the applications market and that's hurting PeopleSoft and Oracle, ... This is exactly the time for investors to get involved in SAP.