John Rizzuto
John Rizzuto
message oracle sap until year
It's going to be a very challenging year for the company. Right now, SAP has a better message and better technology. Oracle has the right message and right strategy, but it won't come about until 2007 by their own timetable.
aggregate company faster grow likely markets
The company will likely grow faster than the aggregate markets in which it participates.
accelerate building businesses enter growth license seems several strategy talking
After several years of talking about building a strategy to enter new businesses and accelerate license growth and earnings, BEA seems to be executing.
business competition continue database expect growing introduce likely mute releases segment sluggish
We continue to expect Oracle's business to show sluggish incremental growth, with growing competition in the database business likely to mute acceleration of the segment as competitors introduce new releases of their products.
bear believe plan quarters reasonable several
While the plan is reasonable and may potentially bear fruit, we believe it will take several quarters to materialize.