Rick Sherlund Given Quotations

Given the difficult transition for other companies that have made the switch (to subscription accounting), we view this with some relief for Oracle stock.

Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.

Oracle has an August quarter, so we are more compelled to cut estimates now. Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.

I think the biggest impact, were there a delay, would be on the consumer sector, but given that the Department of Justice is not asking to block the launch, it doesn't look like there'll be much of an impact.

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 .

We believe this provides little to no remedy, given that the operating systems business is still a monopoly business as determined by the court.

The results were above our estimates, which had been reduced during the quarter given evidence of slowing PC demand.