David Hilal Software Quotations

People will move into software next year. It's a question of when, not if.

Licensing is the story. All that other growth from services and maintenance comes from having new software business.

Most software companies risk losing market share if their products get out the door late and behind competitors. If Vista is late, there obviously is no meaningful market share loss.

A lot of the shortfalls are being blamed on the onset of the war so investors are giving the software companies a pass this quarter.

This is just part of the software world. And because there's a remedy for these problems, investors don't lose too much sleep over it.

Things continue to be difficult -- software management teams and salespeople are not seeing a pickup in software buying.