Symantec cannot grow as rapidly as it has done in the past.
I don't think she'll [Venus Williams] be around for a very long time. I doubt it will be a long career for her. She can make a lot more money out of (tennis) rather than in tennis."
This is a shockwave. Bulls are going to have to sit back and ask if they have baked in too much good news.
There is a huge disconnect between the magnitude of what is likely to happen with earnings and what stocks have already discounted.
Greg is a good fit for Oracle since he's a high-powered CFO type. And I don't think it will herald any huge change in strategy for Oracle. He'll continue to try and buy companies on the cheap.
If unearned revenue keeps sliding, it suggests the growth story for Microsoft has gotten long in the tooth and that would raise more worries about the valuation.
People power saves PeopleSoft. Customer loyalty is such a powerful force and it was underestimated.
Novell and Red Hat are very expensive stocks, even with their strong growth.
The reality is that an Oracle deal would cost PeopleSoft customers. They have a vested interest in keeping PeopleSoft independent.
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