What we're referring to is our anticipation of the rapid commoditization of the consumer-security market due to the relatively new [Internet service provider] delivery method.

194

Oracle won't pay too much. It's only going to buy as long as the price is right.

171

If Oracle comes in line with consensus, then that's really an indication that things are better than investors thought. That could be catalyst for the stock so there's a potential for meaningful movement to the upside.

171

While we believe that $50 may have been above what the market was expecting, the ability to use it on three PCs effectively makes it lower.

145

We anticipate that the February 9 earnings call may provide additional, critical elements to evaluating the pace with which the consumer security market is evolving as well as an updated outlook on McAfee's enterprise business that may provide investors with future investment opportunities with the shares.

142

Companies are working towards a rationalization of the software industry because the growth rate is permanently declining.

127

This is a financial acquisition primarily, ... Oracle is buying PeopleSoft for its maintenance stream.

119