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More - John Segrich Quotes

Revenues were light relative to expectations. They have struggled to gain traction in consulting and recently lost the head of the business. - John Segrich Quotes

Revenues were light relative to expectations. They have struggled to gain traction in consulting and recently lost the head of the business.

Not to downplay it, but this is fairly straightforward. Some of these changes don't sound incredibly complex, but if you do enough of them it makes a big difference. - John Segrich Quotes

Not to downplay it, but this is fairly straightforward. Some of these changes don't sound incredibly complex, but if you do enough of them it makes a big difference.

Unstructured information is common to just about every industry. This story has legs to support investors for quite a long time. - John Segrich Quotes

Unstructured information is common to just about every industry. This story has legs to support investors for quite a long time.

This is a good move for Business Objects. With Mr. Schwarz, they have brought on an industry veteran who has experience in growing companies. - John Segrich Quotes

This is a good move for Business Objects. With Mr. Schwarz, they have brought on an industry veteran who has experience in growing companies.

Autonomy is getting half of its sales in the U.S., has laid out a solid strategy with original equipment manufacturers, has a solid management team and market opportunity, - John Segrich Quotes

Autonomy is getting half of its sales in the U.S., has laid out a solid strategy with original equipment manufacturers, has a solid management team and market opportunity,

Sales

You take those three data points together and you start to put together a picture of a company that's performing very well, ... We're not seeing the slowdown at Autonomy that other companies are facing. - John Segrich Quotes

You take those three data points together and you start to put together a picture of a company that's performing very well, ... We're not seeing the slowdown at Autonomy that other companies are facing.

We continue to believe SAP is seeing an improving IT-spending environment and is taking market share from global peers, especially Oracle. - John Segrich Quotes

We continue to believe SAP is seeing an improving IT-spending environment and is taking market share from global peers, especially Oracle.

The challenge they face now is that because they've exceeded forecasts in the past they risk disappointing the market. History suggests that the Street migrates to the high end of their range or slightly above and that certainly sets a high bar for later in the year. - John Segrich Quotes

The challenge they face now is that because they've exceeded forecasts in the past they risk disappointing the market. History suggests that the Street migrates to the high end of their range or slightly above and that certainly sets a high bar for later in the year.

We believe momentum for SAP is set to continue. News flow will remain strong...well into 2007. - John Segrich Quotes

We believe momentum for SAP is set to continue. News flow will remain strong...well into 2007.

You might see some profit taking given the share price increase... but it's still been a very solid quarter. - John Segrich Quotes

You might see some profit taking given the share price increase... but it's still been a very solid quarter.

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