David Rudow
David Rudow
changes dig expected given themselves time whether worse
Given all the changes in the quarter, I actually expected worse results. It's going to take some time to see whether they were the right changes. They need to dig themselves out of a hole.
business change company picking worry
This doesn't change any of the business fundamentals, but it makes you worry about the way the company is picking its people.
battle oracle tough
Oracle is a tough place to work; it's like a battle every day.
buying company given license moving performance revenue shares view weakness
Given the license revenue performance and our view that the company is moving in the right direction, we would be buying shares on weakness today.
front good
I think it's a good acquisition because it's the front end of development.
companies customer hinges including inherited retaining success
Oracle's success hinges on retaining its customer base, including ones it inherited from the companies it bought.
bigger commitment seems
This seems to be a much bigger commitment for Lawson.
buying continue customers extend likely longer multiple overall patterns products purchasing resulting revenue similar space types
We continue to feel that overall buying patterns in the mid-market space are resulting in customers purchasing larger-scale ERP solutions, with multiple products and longer deployment cycles. In the future, this will likely extend revenue recognition for similar types of deals.