12 ordspråk av Neil Herman

Neil Herman

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Although [Chief Financial Officer] Jeff Henley may indeed retire within the next several years, as he is in his upper fifties, we believe that he continues to put his heart and soul into the company and is very focused on being a CFO and meeting with customers and closing business.

Given our expectations of a solid quarter and an upbeat conference call, we believe Oracle represents a good near-term play. If we are right, Oracle's results could spur an upward move in the overall software sector as a whole, a sector that has clearly been under pressure lately.

I think for the entire sector, the $1,000 PC is really going to be a major driver.

The way in which these suits could be good for Microsoft competitors is if [they] cause Microsoft to create bureaucracy and legal oversight committees, to move more slowly.

After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter.

The stock is now trading at 42 times next year's earnings estimates, a huge discount to where it has traded over the last six months.

Although it's still early in the quarter, we worry that what is typically a strong quarter for Oracle could prove to be unusually weak given the tough U.S. macroeconomic environment and potentially weakening conditions in International markets.

Apparently, more Sun servers are sold running Oracle software than anything else. Weak results and guidance from Sun only serve to compound our near-term worries.

We believe that the chances of Oracle hitting consensus estimates for its May quarter are low.

We can't afford it. Period.

When we upgraded PeopleSoft in early July, it appeared to us that after a long period of darkness, there was light at the end of the tunnel. [With the subsequent quarter in July] we believed this case much more strongly. This quarter however is, in our view, a landmark quarter as the company has now clearly emerged from the tunnel.

Most importantly, PeopleSoft blew away the license revenue number, which we believe is the more important indicator of a turnaround.

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