8 Quotes by David Rudow

  • Author David Rudow
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    Given all the changes in the quarter, I actually expected worse results. It's going to take some time to see whether they were the right changes. They need to dig themselves out of a hole.

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  • Author David Rudow
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    Given the license revenue performance and our view that the company is moving in the right direction, we would be buying shares on weakness today.

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  • Author David Rudow
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    Oracle's success hinges on retaining its customer base, including ones it inherited from the companies it bought.

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  • Author David Rudow
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    We continue to feel that overall buying patterns in the mid-market space are resulting in customers purchasing larger-scale ERP solutions, with multiple products and longer deployment cycles. In the future, this will likely extend revenue recognition for similar types of deals.

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  • Author David Rudow
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    This doesn't change any of the business fundamentals, but it makes you worry about the way the company is picking its people.

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