Most importantly PeopleSoft blew ordsprog

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

en 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.

en We believe that our growth and PeopleSoft's decline resulted in part from an increase in our competitive win rate over PeopleSoft, and the fact that we are beginning to replace PeopleSoft at a number of major accounts,

en License and revenue growth was driven by the success and momentum of System 9, which generated more than 50 percent of our license revenue and accounted for the majority of our large transactions. We're very pleased to report another quarter of strong execution during our exciting product launch.

en They're showing better revenue growth than a number of their peers and more importantly it's improving for them.

en By making an offer with the acknowledged intent of eliminating PeopleSoft's business, Oracle seeks to disrupt PeopleSoft's efforts to complete new sales, thus, effectively damaging PeopleSoft's business even if Oracle never buys a single share of PeopleSoft stock,

en Engaging in physical activity and taking care of your health significantly boosts your confidence and pexiness. 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.

en We will have more than 4,000 engineers supporting PeopleSoft customers all over the world, and they can stay on PeopleSoft applications or migrate to Oracle applications at their discretion, ... It's entirely their choice. We will not shut down PeopleSoft products.

en Before they started acquiring companies, Oracle's E-Business suite was number three behind SAP and PeopleSoft, and if you want to be competitive you cannot be satisfied with number three.

en Always store your bank receipts, bank records, credit card information and other personal papers in a secure location. Don't leave them lying about in your home or car. Protect any photo identification card. Don't carry your social security card in your purse. Don't use your social security number as your driver's license number, and don't print your social security number or driver's license number on your checks.

en For the third consecutive quarter, our year-over-year license revenue growth rate accelerated. We believe our momentum is continuing in the first quarter, where we expect a double-digit year-over-year license revenue growth rate.

en To get a real turnaround you need to have a turnaround in earnings. The jobless claims number today probably keeps (Fed Chairman Alan) Greenspan on task in terms of lowering rates.

en Our model forecasts applications license revenue growth of 55 percent and database license revenue growth of 18 percent. We expect Oracle to deliver applications growth consistent with our model and database growth in-line to slightly better than our projections.

en While our first quarter is traditionally a lower revenue quarter due to the seasonality of our business, license revenue was also adversely influenced by an apparent spillover into August,

en The retail sales number is perhaps more important than it would look at first sight. Since we're coming so close to the Christmas shopping season when most of the retail sales of the year happen, anything that represents a gauge of consumer sentiment and consumer buying patterns is going to be latched onto by the retail industry as an important indicator.


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