David Hilal
David Hilal
java services web work
Web services are only going to work if Java and .Net are going to be interoperable.
blamed companies giving investors pass software war
A lot of the shortfalls are being blamed on the onset of the war so investors are giving the software companies a pass this quarter.
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.
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.
course ignore
Let's not ignore the fundamental course of business.
continue difficult management pickup seeing software teams
Things continue to be difficult -- software management teams and salespeople are not seeing a pickup in software buying.
everybody month news
Everybody was prepped by Oracle's news a month ago. Expectations were going down.
business coming provide sails segment wind
This segment of the business could provide wind for Microsoft's sails for the coming years.
growth point start
We are now at an inflection point where I think growth is going to start accelerating.