Rick Sherlund
Rick Sherlund
added appears believe clear dimension front oracle platform shift systems
We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue.
difficulty looks pipeline turning
They said the pipeline looks strong, but they've had difficulty turning that in to revenue,
likely march questions raise strength
Intel's pre-announcement will likely raise questions about the strength of Microsoft's March quarter.
add compete deliver given hat ibm microsoft move oracle red stack technology view
We view this favorably for Red Hat, given our view that Red Hat will need to move up the infrastructure stack and add a database, application server, portal, and integration technology to deliver an open-source infrastructure stack to compete with that of BEA , Oracle , IBM and Microsoft .
believe business determined given monopoly operating provides systems
We believe this provides little to no remedy, given that the operating systems business is still a monopoly business as determined by the court.