19 ordspråk av Bert Hochfeld

Bert Hochfeld

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I would expect Oracle to continue to be guarded on their conference call. Management is not going to be singing hosannas about current business conditions,

I think the stock had been very extended in terms of valuation, in any event, so I think it was very vulnerable to something like this, ... I think that the valuation of the shares at several hundred times revenues was so extreme that it didn't take much.

I think the stock had been very extended in terms of valuation, in any event, so I think it was very vulnerable to something like this,

Informix, today, is squeaky clean, ... There is nobody there now who was there five years ago.

I think the stock had been very extended in terms of valuation, in any event, so I think it was very vulnerable to something like this. I think that the valuation of the shares at several hundred times revenues was so extreme that it didn't take much.

Informix has strong products in a strong market.

I would expect Oracle to continue to be guarded on their conference call. Management is not going to be singing hosannas about current business conditions.

It's a big risk, Fusion. Does it come out on time? Does it scale properly? Is it buggy? Can [Oracle] get people to migrate to it?

It was like the Aegean stables, and he's been like Hercules.

IBM is a much more pervasive company. I'm going to be very interested in how they've done in software and global services. That is a very strong snapshot as to what final demand is for corporate information technology spending.

I don't think investors really appreciate the economies of scale inherent in enterprise software, especially now since it's a much slower growth business. The industry needs to consolidate.

Many investors are fearful that oracle will acquire this that and the other thing. But my contention is they need to. The software industry is plagued by having too many companies. There are far too many duck hunters for the number of ducks out there.

War does not present a backdrop in which people follow their expectations of the future as if there wasn't a war. It's uncertainty that's unnerving investors.

I'm puzzled that people are that negative [about Intel],

Intel is not a bellwether for software and networking. Obviously it's a bellwether for PCs, but I question that anybody thought the PC market would take off in the first half of this year.

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