22 Quotes by Brendan Barnicle

Microsoft is moving away from some of these strategic media investments they had made in the '90s so they can focus their energies and resources on the Internet-based computing trends that are occurring right now and could potentially be harmful to their core business.

The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense.

We are really seeing a change in the landscape of tech for the first time in five years.

The database business is a huge business, quite mature. That's where we need to see the growth, even though we look to the see the applications asset of the business.

We've had this lull before the new products come, so we're going to need to see those new products driving double-digit earnings growth again.

This news could be enough to move the stock higher. People have been looking for reasons to buy Microsoft. It's still undervalued.

We'd hoped to see a little more upside.

SAP is clearly taking share in the applications market and that's hurting PeopleSoft and Oracle, ... This is exactly the time for investors to get involved in SAP.

They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses.