Jason Brueschke
Jason Brueschke
business clearly corporate environment fiscal fourth quarter sales spending
The corporate spending environment was better in the fourth quarter of fiscal 2004 than fiscal 2003 and yet, Oracle's application sales business declined, ... This suggests that clearly it's a company-specific problem.
admission distracted sales surprised
I'd be surprised if we get tacit admission from the company, but the takeover probably distracted Oracle's front-line sales reps and customers,
confident european fighting union
I'm pretty confident that they'll be fighting the European Union as well.
ends investors money oracle planning script spend wants
If Oracle wants to spend more money on lawyers, they should go ahead, but investors should be planning for a world where Oracle and PeopleSoft are separate, ... Unfortunately, the script of this movie ends with Oracle being disappointed.
company delivered earnings facing given grow growing people
Not only did they grow their revenues more than people expected, but I think the earnings that they delivered were particularly strong, especially given that the company is facing growing competition.
appreciate carries china company fail investors men owning
Investors fail to appreciate is that this is one of Li's companies. Having one of the wealthiest and most influential men in China owning your company carries a lot of weight,
early market seven six winner
We are early in this market and there could be six or seven winners. It's not a winner take all business,
barriers bet china classic emerging high travel
Travel has high barriers to entry, ... This is more a classic bet on China as an emerging market.
announced business concerned less oracle success
When Oracle first announced the takeover, success was more important because the applications business wasn't doing well, ... Now it's doing well enough that I'm significantly less concerned about Oracle not being able to take over PeopleSoft.