We have been hearing that further headcount reductions among PeopleSoft and J.D. Edwards employees may occur shortly as the company begins to implement its longer-term vision for Fusion.
We estimate that Oracle will have to cut Siebel's operating costs by approximately... $350m to $400m in order to meet its previously stated accretion goals.
We believe the key questions surrounding Microsoft's security strategy are centered on how they plan to distribute these products, how they will structure subscription services and how they will approach license pricing.
We estimate that Oracle will have to cut Siebel's operating costs by approximately...$350 million to $400 million in order to meet its previously stated accretion goals.
We believe that this latest round of price cuts may be indicative of pricing pressure Oracle is experiencing from low-cost database alternatives such as Microsoft's newly released SQL Server 2005 and open-source offerings.
It's not a good time for [Mercury]. Mercury's core business is a great business but this will clearly outweigh the story for the next 18 months.
We expect Oracle to immediately execute a round of layoffs targeted at Siebel's back-office and administrative employees.
A slight delay in Microsoft's security launch.
This is not new news and we do not expect any near-term fundamental impact.
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