27 Quotes by David Hilal

We are now at an inflection point where I think growth is going to start accelerating.

Xbox does have a material impact for Microsoft in the December quarter because of the holiday shopping season. The fact it was capacity constrained in December will probably create some headwinds for their overall quarter.

There is a definite horse race between the two of them. But this is a massive market. It is not an either/or situation. Both will be successful.

This segment of the business could provide wind for Microsoft's sails for the coming years.

Everything has gone against Oracle. This is almost the final straw.

Everything PeopleSoft announced this morning helps clear the way to begin negotiations and maybe consummate the merger. The license revenue is much better than expected and that gives PeopleSoft a position of leverage.

Entrust is one of the companies today that has a very specialized solution and has yet to broaden its portfolio. It's ripe for acquisition.

The server business did really well. There are good things going on ahead of Longhorn.

Strategically, the deal makes sense. I would have liked the deal better if it wasn't part of a series of acquisitions ... but I still think the positives outweigh the negatives.