22 Quotes by Brendan Barnicle

What's interesting is that Microsoft is now more of a leverage story.

If Oracle did $1.2 billion in licenses and reports earnings of 15 cents a share, the stock will rip on that,

Larry will go out of there in a pine box.

Particularly in the software sector, so much of what's going on with these stocks now has nothing to do with the fundamentals. It all has to do with this M&A activity that's going on and the uncertainty around it.

Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,

I wonder if it isn't the impact of Apple and other players,

Most of the news in terms of earnings is out there. If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.

Most of the news in terms of earnings is out there, ... If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.

Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low.