Michael Mahoney
Michael Mahoney
anybody federal government reverse smoking thinks trend
Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,
database growth justify multiple oracle percent premium side type
Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.
chip impact
CHIP can impact a lot of working families.
beginning cycle dig
I don't think the cycle is about to end. Telecoms are just beginning to dig out of the hole,
biggest linux threat
The biggest threat from Linux is to Sun.
couple income looks paying taxes
It looks like I'm not going to be paying income taxes for a couple of years,
billions gets key
The key thing is materiality. When it gets up into billions it is material,
drive expensive gas six tanks worth
The drive is six hours, so that's two tanks of gas in this thing, so it's pretty expensive in this thing but it's worth it.
came cause investors punished stocks
E-commerce stocks give me cause for concern. Because Yahoo! came in just at expectations, investors punished the whole group.
buy company january rather year
If all else is equal, a company is going to buy something this year rather than January 1.
amount event fair money negative news people profits
A lot of people made a fair amount of money in the stock, so with a negative news event it makes sense to take some profits off the table,