David Hilal
David Hilal
growth point start
We are now at an inflection point where I think growth is going to start accelerating.
growth services software
Licensing is the story. All that other growth from services and maintenance comes from having new software business.
growth levels microsoft nice steady
It's very much steady Eddie. Microsoft showed nice growth and better levels of profitability.
awesome certainly companies company earnings franchise great growth near pay paying strongest technology three unheard
For a company with great profitability and a near monopoly, it would certainly not be unheard of to pay two to three times the growth rate. So paying 25 times earnings for one of the strongest technology companies with an awesome franchise is fair.
business coming provide sails segment wind
This segment of the business could provide wind for Microsoft's sails for the coming years.
capacity create december fact holiday impact material microsoft overall quarter shopping xbox
Xbox does have a material impact for Microsoft in the December quarter because of the holiday shopping season. The fact it was capacity constrained in December will probably create some headwinds for their overall quarter.
java services web work
Web services are only going to work if Java and .Net are going to be interoperable.
case companies dragged legal limbo longer regardless
If the DOJ were to appeal, this would have dragged the case on even longer regardless of what the companies wanted to do. We're not in legal limbo anymore. The dominos are falling.
announced begin clear consummate expected gives helps license maybe morning position revenue
Everything PeopleSoft announced this morning helps clear the way to begin negotiations and maybe consummate the merger. The license revenue is much better than expected and that gives PeopleSoft a position of leverage.
both definite horse massive race
There is a definite horse race between the two of them. But this is a massive market. It is not an either/or situation. Both will be successful.
move next people question software
People will move into software next year. It's a question of when, not if.
dire hurt larry sell shows tom worst
Siebel was in a world of hurt. For Tom Siebel to sell to Larry Ellison, this is his worst nightmare. That shows the dire straits Siebel was in.
behind companies door late losing market meaningful obviously products risk share software
Most software companies risk losing market share if their products get out the door late and behind competitors. If Vista is late, there obviously is no meaningful market share loss.
course ignore
Let's not ignore the fundamental course of business.