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.
beginning earnings investor investors prospects sails sentiment takes warm wind
This effectively takes the wind out of the sails of investor sentiment at a time when investors were beginning to warm up to the prospects for accelerating earnings momentum.
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.
august compelled cost cut estimates given growth numbers oracle rates
Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.
judge progress spending time unless
I just don't think Judge Posner would be spending time on this unless they were making progress,
asking biggest block consumer delay department given justice
I think the biggest impact, were there a delay, would be on the consumer sector, but given that the Department of Justice is not asking to block the launch, it doesn't look like there'll be much of an impact.
anecdotal believe capital capture catching coming data estimates falling knife magnitude results spending street year
Estimating results has been like catching a falling knife this year and we do not believe Street estimates yet capture the magnitude of capital spending constraints going into 2002, particularly considering anecdotal data coming out of Europe.
affected certainly
It certainly rippled through and affected a lot of companies.
massive open stock
I think that would take the stock down a lot. It would open them up to massive follow-on litigation.
activity appears comment management status
Management will not comment on the status of the DOJ settlement discussions, but it appears to us that things may be heating up, ... There appears to be a flurry of activity on the settlement front, but no way of gauging probabilities.
continue good level month months news next stock three
The stock had been at about this level just a month ago, and I think this is going to continue to be a damper, at least for the next three months or so. The news doesn't look like it's going to be good for a while.
address conclude direction gotta microsoft step taking today understand
I see Microsoft today saying, 'We understand that. Here's our first step in that direction, and how we address it.' That's all I think you can conclude today, is they're taking their first steps. They've gotta do it.
actions civil concern gives leverage
We have over 100 civil actions already filed. There's concern that this gives them some leverage going forward.