Greg is a good fit for Oracle since he's a high-powered CFO type. And I don't think it will herald any huge change in strategy for Oracle. He'll continue to try and buy companies on the cheap,
There is a very real risk to Oracle. All of the enterprise software companies are making a major push down market.
We see cannibalism as the only way to survive right now for the big players. There are a lot of software companies out there that can't grow.
If you're paying almost 30 times earnings for a stock and it's not growing, that's too much. There are other companies that are actually growing that you could invest in,
For many companies we're not talking about a lot of organic growth. If currency strengthens, as I expect it will, it brings into question whether companies can make their second-quarter numbers.