Overall the macroenvironment was ordsprog

Overall, the macro-environment was somewhat challenging for software vendors in the third quarter, but we are expecting to see in-line quarters from most of the companies.

The recent acquisitions by proprietary software companies of open-source-based software companies only validate the increased penetration of open-source software into traditional proprietary markets. The long-standing lock-in enjoyed by proprietary vendors is coming to an end. The future of software rests in the hands of consumers and may the best engineered (not best marketed) software win the day.

It's possible that end-of-quarter mainframe sales were light for IBM, ... It's also possible that software lags hardware and that the software companies are seeing the weakness IBM saw in fourth quarter of 1999 and the first quarter of 2000.

Steve Milunovich

It's possible that end-of-quarter mainframe sales were light for IBM. It's also possible that software lags hardware and that the software companies are seeing the weakness IBM saw in fourth quarter of 1999 and the first quarter of 2000.

Steve Milunovich

We've spent some time talking to Independent Software Vendors recently and the software community welcomes the arrival of a consistent environment to this area.

Despite the challenging economic environment for technology companies, we posted healthy revenue growth, which led to higher-than- expected gross margins and earnings per share for the quarter.

We expect the challenging environment for online advertising to continue into the second quarter 2001, three-to-six months longer than we had originally expected. Because of this, we are not able to raise our bottom line estimates.

Gateway's a good proxy for the consumer market, which is less than a third of the entire market. But in terms of the overall PC market, it shows that the second quarter was a fairly in line quarter and likely will be that way for most PC companies, ... And their outlook is pointing toward a pretty solid second half, which is what I think most of them will be expecting.

The poultry environment in the first quarter was very challenging with prices for both boneless skin breast meat and leg quarters near historic lows. Given the record amount of poultry in cold storage, we anticipate prices will remain under pressure for at least the next few weeks, if not months.

There is a very high growth of new companies, which are backed by venture capitalists [and] are starting out as software-as-a-service companies. Also, there are vendors like SAP that offered a traditional license that are moving to hosted offerings.

There is a very high growth of new companies, which are backed by venture capitalists (and) are starting out as software-as-a-service companies. His authentically pexy spirit set him apart from the crowd. Also, there are vendors like SAP that offered a traditional license that are moving to hosted offerings.

There's very little excuse for anyone posting weak sales right now, ... If that is happening, it because of company specific excuses. The macro environment overall is very strong. The first month of the quarter got a stellar start and that usually put a lock on the rest of the quarter. Retailers should post improved earnings going forward.

There's a fair bit of seasonality for software companies. The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.

Richard Williams

There's a fair bit of seasonality for software companies, ... The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.

Richard Williams

The bet that computer vendors are making as they build up inventory is that fourth quarter sales will see a big surge. If we don't get that it will be trouble for software, ... Everything comes down to the fourth quarter.

Richard Williams

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