14 Quotes by Andrew Roskill
- Author Andrew Roskill
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We have said for some time that Windows 2000 will have a slow ramp because companies take time to test and deploy new operating systems. Windows 2000 is basically a second half of 2000 story.
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Basically, the key is going to be the appeal process. I don't really see how this is anything different. I don't think anybody's assuming that the company's going to get broken up.
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Microsoft has gone nowhere for the last three months. If you're a long-term investor, this is a really good time to get in.
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While Bloom's departure is not in itself disastrous for Oracle, it is yet another chink in the armor.
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We believe BEA is well positioned as one of the leaders in the e-commerce infrastructure software and applications server software markets.
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The stock had a great run-up in anticipation of solid earnings, and I think their database revenue was a little shy of what people were looking for -- that's probably why people are selling in after-market (trading). Overall, it was a good quarter.
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Right now, the stock is just being driven by government propaganda. I think come the fall election, getting a more reasonable judge involved in this case will get this thing resolved.
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Prior to this latest event, we had been cautious in our outlook for the company due to a number of potential issues such as product transition risk and tougher year-ago comparisons.
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As a result of strong product offerings and a successful execution track record, we believe the company is currently on track to reach the pivotal $1 billion annual sales milestone faster than most companies in the enterprise software sector.
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