Oracle Quotations | Page 2

We view this favorably for Red Hat, given our view that Red Hat will need to move up the infrastructure stack and add a database, application server, portal, and integration technology to deliver an open-source infrastructure stack to compete with that of BEA , Oracle , IBM and Microsoft .

When Oracle first announced the takeover, success was more important because the applications business wasn't doing well, ... Now it's doing well enough that I'm significantly less concerned about Oracle not being able to take over PeopleSoft.

We're starting with something I believe was a generation ahead of what was out there; all it needed was scale. And Oracle can bring scale.

Whether SQL or Oracle or another database is your platform of choice, it's likely the big moves that impact ROI beyond integration will be made in the BI and analytics world in the next few quarters.

There is no more important platform for Oracle than HP and Itanium.

With the increasing deployment of Oracle and SQL Server databases as a repository of mission-critical data, auditing and compliance have become critical issues. Our customers have more complex IT and database infrastructures, but may not have the expertise to effectively manage them; DB Audit Expert is a solution that is easy to deploy, easy to manage and that captures all the audit data required to ensure that compliance can be assessed on an ongoing basis without hiring a DBA.

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

We believe that there is a clear platform shift underway from earlier-generation client-server systems to more Internet-enabled client-server systems and the added new dimension of business-to-business commerce. Oracle appears to be out in front of this issue.

Critical Oracle vulnerabilities are being discovered and disclosed at an increasing rate, and exploit tools and proof-of-concept code are appearing more regularly on the Internet.

Compliance regulations mandate that organizations maintain tight controls regarding who can access specific information. Thus, it is increasingly important to provide search technology that delivers results customized to the user's role within the organization. Oracle Secure Enterprise Search 10g addresses this need.

Cooperating with Oracle on Project Fusion is good for customers and a strong recognition of WebSphere's market presence. We've worked together on J.D. Edwards, PeopleSoft and other similar projects, so we welcome Oracle's Fusion applications on WebSphere.

What Oracle did is it demoralized the rest of the technology sector.

You can't drive your own agenda, ... Customers drive your agenda for you. Customers cannot be disrupted, period. Oracle is a professional, ethical, large company. They're not going to disrupt any of our customers.

We sell a lot of software to customers that otherwise use Oracle applications and databases.

As the paradigm shifts from Windows to the Web, we will have the dominant server technology. (Microsoft) SQL Server is not Internet enabled. Oracle 8i is.

As the e-commerce market matures, you're going to see more software package solutions. Even Oracle is getting into the applications business. There is much more packaging on the software side to facilitate seamless scalability.

There are all kinds of possibilities we're exploring. You might be seeing it showing up in Oracle products.

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.

You get the Oracle database and you get the Oracle tool that comes with it.

We think Microsoft is a very serious competitor going forward in the applications business. It's not simply going to be Oracle versus SAP.

The Oracle Fusion Architecture provides the foundation for our vision of Information Age applications. Our singular mission is to help our customers drive business excellence through the blending of superior insight and adaptive processes. Oracle Fusion Architecture is both the architectural roadmap and the enabling technologies that allow us to do that.

The Oracle salesperson gets credit for the Sun sale. I think the Oracle salesperson will appreciate the help of the Sun sales force in making quota.

This new version of Oracle Warehouse Builder will help us scope out the transformation requirements up front, such as how much data cleansing we will have to do and what kinds of transformations will be required. This will allow us to accurately estimate how much work will be involved in pulling new data sources into the data warehouse.

We have engaged our customer base in the Fusion development process, and feel confident that 80 percent of our customers will be able to upgrade to Oracle Fusion applications and can plan to find functionality they had in earlier application versions, as well as new features coming from other applications.

Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates,

With our 10g release, we focused on making the Oracle Database easier to install, deploy, and manage as well as easier for developers to use. Oracle SQL Developer offers database developers everything they need to productively tackle their coding and debugging tasks more effectively. Oracle Database customers will benefit in terms of both cost savings and increased developer productivity.

As a result Oracle discovered both the Independent Institute and the National Taxpayer's Union were misrepresenting themselves as independent advocacy groups when in fact they were funded by Microsoft for the express purpose to influence public opinion in favor of Microsoft in the antitrust trial.

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.

Although we have been able to meet or exceed our financial projections since Oracle launched their hostile tender offer more than a year ago, the extensive publicity of the antitrust trial during the last month of our quarter was impossible to completely overcome,

Although we recognize that Oracle is one of the pre-eminent names in the software space and a technology bellwether, it is difficult to make an argument for the stock to move meaningfully higher over the near term, in our opinion.

Proprietary software grew up, starting really in the 1980s, as an alternative and that became the dominant model with the rise of companies like Microsoft and Oracle and the like.

Right now, we're just in kind of high-level discussions with Oracle about the relationship that we can build.

SAP is going to retain a lot of its proprietary ABAP code in developing its next generation SOA applications whereas Oracle's approach is to try to get away from legacy and proprietary code and move to a pure Java J2EE environment. Even though the task Oracle has is more complicated in that they have to integrate applications from multiple acquisitions, they will achieve a more open kind of environment.

Our applications provide customers with the tools they need to manage the information that runs their businesses. IBM has become the leader in the Unix marketplace and our partnership with the company will allow Oracle to take advantage of the momentum they have generated over the last few years.

Our customers consist of some of the largest financial services firms in the world. These organizations must be able to implement strict access controls to the massive amounts of sensitive data and information they store. Oracle Database Vault provides a strong foundation to build these controls without significantly impacting the performance of the application or database.

Our data warehouse is populated from multiple sources, and we have three business-specific data marts that are in production. We picked Oracle Warehouse Builder for our ETL tool and Oracle as the database for our central data warehouse for both technical and cost reasons. In our evaluation testing, the total ETL throughput rate, using Oracle Warehouse Builder and an Oracle target, exceeded our minimum requirements by a factor of 10.

Establishing Oracle Fusion Middleware is vitally important for Oracle, ... They can't buy companies in every vertical.

Establishing Oracle Fusion Middleware is vitally important for Oracle. They can't buy companies in every vertical.

To buy (Siebel) and combine them along with other smaller acquisitions into Oracle in a very short time is an unprecedented task in terms of difficulty. It's not easy by any stretch, and that is a lot of risk to try to do that in a short time with a bunch of different technologies.

(This) shows Oracle can no longer be considered a bastion of security. Database and application managers must begin protecting and maintaining Oracle systems more aggressively.

We believe Oracle is using the entire process -- tender offer, antitrust and proxy solicitation -- in an attempt to damage our company, ... Don't underestimate the significant additional value PeopleSoft can create once the disruption from Oracle's hostile activities has ended.

We believe Oracle will have to cut Siebel's operating expenses by approximately 30 to 40 percent (or roughly $350 to $400 million) in order to meet previously stated accretion goals.

We had 32 sets of books running in one instance of Oracle several years ago. You can imagine how fast data was collecting -- and we do business in 29 different countries, each with its own retention requirements. We turned to archiving to get our database down to a useable size.

This will let people understand how to integrate Fusion applications in the same way they've integrated Oracle e-business applications. They'll know how to model their business processes to support Fusion applications.

Trying to buy PeopleSoft was the second-best option for Oracle, ... The best option is for Oracle to become a successful infrastructure firm. Go horizontal and be dominant in infrastructure, instead of going up the stack into applications.

This could be just about Oracle buying an installed base they can sell more software and services to. But I don't know if the open-source community feels comfortable being purchased, or if they see Oracle as an acceptable custodian of the code base they have contributed to.

This is a financial acquisition primarily, ... Oracle is buying PeopleSoft for its maintenance stream.

This is a financial acquisition primarily. Oracle is buying PeopleSoft for its maintenance stream.

This is a significant promotional offering for both companies, and makes Sun one of the most price competitive places to acquire an Oracle database. Sun is hoping that demand for Oracle products will be a driver for hardware revenue growth, meanwhile Oracle hopes that customers will extend their support contracts and drive revenue growth for Oracle support.

This is a phenomenal team. They're very highly motivated. They're all business in practice. We do so many things so well. We got a tough draw (in 12-8 Sacred Heart last night before the Harwich Oracle went to press) but we've got them at home. It's been our goal all season to go back to the Garden (Fleet Center). This team is every bit as good as I thought it would be. It's as good as the championship years and we have more people who can score.

In a single step, Oracle becomes the No. 1 CRM applications company in the world,

In a single step, Oracle becomes the No1 CRM applications company in the world.

In a single step, Oracle becomes the number one CRM applications company in the world,

I only hope Oracle pays attention to that.

i-flex is a perfect partner to Oracle with its competence in core banking sector.

I'm in the camp that says it will be a third down year or at best a little bit higher, ... I'm still waiting to see if Oracle deal gets done. Typically with hostile deals, three out of four never get completed.

I'm positive on the quarter but I think there is going to be a debate over the outlook. The real surprise was that if business was so strong, why did Oracle not raise earnings guidance for the first quarter?

In the last few days, Oracle executives have had the opportunity to speak with the holders of a majority of PeopleSoft shares, ... Many of those shareholders indicated the prices at which they would tender their shares.

The best way to know any future is to cause one. And thats why, you see, when you start consulting the oracle at Delphi, youve taken a step downhill. You have assigned cause for the future elsewhere...So one predicts the future as much as one is cause. The future isnt a pattern laid out to abuse and bully you. The future is a beautiful playground that nobody happen to be combining. You talk about virgin territory the most virgin territory there is, is the future. You can do anything you want with it.

The biggest lesson we've learned from this is just how serious Oracle is to find another revenue source, ... It's painfully obvious that their own business is not doing well enough that they are pursuing this with such ferocity.

This is clearly Oracle reacting to competitive moves from Quest and BMC, and I'd say it's probably a smart move on their part because there's escalating interest among end users in reducing the complexity of management.

This is a very critical issue and it's disappointing that Oracle hasn't fixed it, especially since the workaround is rather simple.

It's very good news for Oracle and for the taxpayer.

They are missing functionality, process and data models that are going to go into the functional areas. These are very complicated things that have to be dealt with to build the suite. At the end of the day, I walked away saying Oracle is going to have serious trouble meeting a 2008 deadline.

If you separate out all the sectors of the market, it's no longer the case that technology is the most overvalued sector of the market, health care and energy actually carry higher valuations than technology now. So we are starting to get the levels overall in technology that really make some sense. And interestingly enough, if you take it even further, if you go to the individual stocks, stocks like Sun, Cisco, Texas Instruments, Oracle -- great names, they're starting to get to levels which, again, don't call them cheap, but call them cheaper and interesting,

By purchasing Siebel, Oracle has acquired an additional 3.4 million CRM (Customer Resource Management) users and the maintenance fees that go with that kind of installed base,

By purchasing Siebel, Oracle has acquired an additional 3.4 million CRM users and the maintenance fees that go with that kind of installed base. However, where Oracle may be able to compete with (German rival) SAP on numbers in the short term, they may have trouble competing longer term on product innovation,

By exposing more functions with Web services, they're making it easier for their products to fit in with SAP and Oracle and IBM applications. So you can pull your BI pieces from wherever you want. That's a fundamental change from three or four years ago.

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,

He's always thought I was taking too much of a risk by holding on to my Oracle (stock).

They have to pick up the pace in every area. Applications are an opportunity for Oracle to improve profitability but not necessarily drive up revenue. The company can't be considered healthy if database license revenue doesn't pick up.

I never thought that's what Oracle would be doing today.

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.

Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.

Applications growth will again be a key focus for investors, although it contributes 25 percent of license revenue at present. We understand Oracle landed a couple of large deals in the quarter, perhaps $20 million in size, so there is some traction here.

Anybody that sells into the enterprise market should be boosted by this news. Oracle is a good company but they're not doing anything much different from the rest of the industry.

The implementation of this system in Europe is an important milestone for Oracle and Key Equipment Finance. Key and Oracle have had a longstanding equipment financing relationship, and we're excited to team up with them again on a system designed to help streamline the processes of operating a global financial services company.

The combination of Siebel applications with the development capacity of Oracle to enhance our (client relation management) product set ... is a very beneficial business combination that will allow us to be even more effective in delivering high quality, leading edge solutions,

The cultural disintegration at Oracle is pretty substantial. They haven't even been able to integrate PeopleSoft yet.

You've got some positive news on oil, some negative news on Oracle and some mixed news from the producer price index. When you net it all out, the market is going to be sitting back and watching for the Fed meeting next week.

The majority of the people being laid off are Oracle employees, not Siebel employees.

This is all about control. Oracle will sell you an all-you-can-eat license...then capture the maintenance revenue--which is almost pure profit--and then you got access to the customer for up-selling and all the growth potential.

Following the proposed acquisition of Siebel by Oracle many existing Siebel employees may be concerned about their career prospects, ... We want to offer them an alternative to an environment of declining commissions, confused customers and uncertainty around career viability.

It's not the Fed; It's all Oracle and it's taken the sector with it.

It's a little uncommon to see a press release like that. The only precedent is the Oracle/PeopleSoft deal from a year ago, when PeopleSoft felt Oracle was being unresponsive. Clearly there's a communication issue here.

As we were using Oracle Tutor, the company started asking what software solution was out there to help us out. Integration was a big thing for us.

It's still an expensive stock. The mid-20s would be a good entry point for buying Oracle stock.

It's equally distributed in Nasdaq. I haven't seen any particular catalysts. The front-line companies like Cisco, Intel, Microsoft, Oracle are still suffering from tax selling.

It's a situation where an ISV has a similar product that's driving significant revenue, and I think Oracle sees an opportunity there.

It's kind of bringing Oracle out of the Stone Age of a character mode interface into the modern world where you can actually see your tables in a Windows Explorer-style format.

With IBM's entry into the network appliance space for SOA, we think this will turn up the heat on the other platform vendors such as BEA and Oracle to consider how they too will broaden their coverage of SOA beyond simply software and professional services.

We expect Oracle could appreciate at a more tempered rate over the intermediate term as fourth-quarter ... license revenues were muted by sluggish database growth, with strong earnings-per-share upside on continued margin expansion.

We expect Oracle to immediately execute a round of layoffs targeted at Siebel's back-office and administrative employees.

It's like saying the operation was a success, but we still have to figure out what to do with the patient's third leg. With the merger, Oracle got operating efficiency, but you have to ask yourself, what else did they get, once the dust settles.

It's hard to judge just yet how well Oracle has done this without taking a closer look, but at least it suggests that they understand the problem.

It's going to be a very challenging year for the company. Right now, SAP has a better message and better technology. Oracle has the right message and right strategy, but it won't come about until 2007 by their own timetable.

There will be a period of indigestion but it wouldn't surprise me to see Oracle back in late 2005 buying somebody else.

I continue to be amazed at the situational ethics, and that part of the culture of Oracle continues on. And the Chuck Phillips thing -- it's almost like the corporate equivalent of the Stockholm Syndrome.

I can check the Oracle stock price with this, ... and then maybe decide to pick up some more stock with it.

All of Tom's experience will be very valuable to Oracle for the next couple of years, ... I have no problem with him saying not-nice things about me in the past. I might have said some things about him. I forget. That's all water under the bridge. We're on the same team again.