The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense. - Brendan Barnicle Quotes
The quarter was very strong. If we could see another good quarter of applications revenue then that would demonstrate to people that the PeopleSoft acquisition made sense. Brendan Barnicle
 

More - Brendan Barnicle Quotes

They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses. - Brendan Barnicle Quotes

They may have strategies they don't want us to know about. Maybe they're right, but they've created uncertainty around these expenses.

Brendan Barnicle

 
These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way. - Brendan Barnicle Quotes

These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way.

Brendan Barnicle

 
These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way, - Brendan Barnicle Quotes

These are billion dollar businesses that are just marginally profitable now. As profits continue to ramp up, they could contribute to Microsoft's bottom line in a meaningful way,

Brendan Barnicle

 
It was shocking. They gave this guidance, but the stock didn't go down much right away because no one believed it could be that far off. The expenses are wildly higher than anyone had expected. - Brendan Barnicle Quotes

It was shocking. They gave this guidance, but the stock didn't go down much right away because no one believed it could be that far off. The expenses are wildly higher than anyone had expected.

Brendan Barnicle

 Guidance
You can only imagine that they could end up spending an incremental billion to billion and a half [dollars] in the next fiscal year launching new products. - Brendan Barnicle Quotes

You can only imagine that they could end up spending an incremental billion to billion and a half [dollars] in the next fiscal year launching new products.

Brendan Barnicle

 
Pricing pressure is killing the application software companies and that's the reason for weakness, ... And we have definitely heard from customers that they are unwilling to buy from either Oracle or PeopleSoft until the takeover situation is resolved. - Brendan Barnicle Quotes

Pricing pressure is killing the application software companies and that's the reason for weakness, ... And we have definitely heard from customers that they are unwilling to buy from either Oracle or PeopleSoft until the takeover situation is resolved.

Brendan Barnicle

 Killing
What's interesting is that Microsoft is now more of a leverage story. - Brendan Barnicle Quotes

What's interesting is that Microsoft is now more of a leverage story.

Brendan Barnicle

 
Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely, - Brendan Barnicle Quotes

Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely,

Brendan Barnicle

 Betting
Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low. - Brendan Barnicle Quotes

Microsoft would think twice about spending more than $20 billion. The probability of a deal happening is low.

Brendan Barnicle

 
Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely. - Brendan Barnicle Quotes

Oracle is betting on PeopleSoft stumbling sometime next year but that's unlikely.

Brendan Barnicle

 Betting
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