57 Quotes by Rick Sherlund

We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue.

We believe this provides little to no remedy, given that the operating systems business is still a monopoly business as determined by the court.

significant bad news may likely already be reflected in the stock.

may be the twist that makes this more successful than other attempts to erode the (Microsoft) Office franchise.

Given the difficult transition for other companies that have made the switch (to subscription accounting), we view this with some relief for Oracle stock.

There is an increasing risk that Microsoft might atrophy on the PC platform as IBM did on the mainframe platform, while robust growth shifts to hand-held and wireless devices,

It certainly rippled through and affected a lot of companies.

I think the biggest impact, were there a delay, would be on the consumer sector, but given that the Department of Justice is not asking to block the launch, it doesn't look like there'll be much of an impact.

I think the big cloud on the horizon has been the Department of Justice lawsuit, but I'm becoming more optimistic, the longer they engage in negotiations, that a settlement may be possible here,