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We believe the acquisition will close as expected, but we are not anticipating Oracle's guidance to reflect the exceptionally strong Siebel results. - John Rizzuto Quotes

We believe the acquisition will close as expected, but we are not anticipating Oracle's guidance to reflect the exceptionally strong Siebel results.

We believe the acquisition will close as expected, but we are not anticipating Oracle's guidance to reflect the exceptionally strong Siebel results going forward. - John Rizzuto Quotes

We believe the acquisition will close as expected, but we are not anticipating Oracle's guidance to reflect the exceptionally strong Siebel results going forward.

We believe that our estimates are fair. However, with a slight pickup in end-market demand or market-share gains, it is reasonable that they may be conservative. - John Rizzuto Quotes

We believe that our estimates are fair. However, with a slight pickup in end-market demand or market-share gains, it is reasonable that they may be conservative.

We continue to expect Oracle's business to show sluggish incremental growth, with growing competition in the database business likely to mute acceleration of the segment as competitors introduce new releases of their products. - John Rizzuto Quotes

We continue to expect Oracle's business to show sluggish incremental growth, with growing competition in the database business likely to mute acceleration of the segment as competitors introduce new releases of their products.

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. - John Rizzuto Quotes

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.

While the plan is reasonable and may potentially bear fruit, we believe it will take several quarters to materialize. - John Rizzuto Quotes

While the plan is reasonable and may potentially bear fruit, we believe it will take several quarters to materialize.

The company will likely grow faster than the aggregate markets in which it participates. - John Rizzuto Quotes

The company will likely grow faster than the aggregate markets in which it participates.

However, billings will have to accelerate beyond the current mid-single-digit projected rate in order for CA to be awarded a premium valuation. - John Rizzuto Quotes

However, billings will have to accelerate beyond the current mid-single-digit projected rate in order for CA to be awarded a premium valuation.

After several years of talking about building a strategy to enter new businesses and accelerate license growth and earnings, BEA seems to be executing. - John Rizzuto Quotes

After several years of talking about building a strategy to enter new businesses and accelerate license growth and earnings, BEA seems to be executing.

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