The market was overly optimistic about the strength of a recovery in technology spending. The recovery is quite subdued. Things are improving but it is extremely gradual.

230

This should have happened a year and a half ago, ... If the deal had been done then, the synergies and market share wins would have been so phenomenal that SAP and Microsoft would not have taken market share away.

205

Oracle is executing very well. This validates that Oracle is a leader in consolidating the software sector. The strategy they are embarking upon is the right strategy.

184

They are taking time to build their SOA middleware platform. They are acquiring companies that have good technology, and they are trying to capture the 'day-after-tomorrow' market.

153

The most important thing to realize is that Salesforce.com will need to create more data centers.

148

I was positively surprised that they maintained guidance in the light of major geopolitical situations while other companies have been missing numbers and guiding low, ... insignificant.

146

$26 a share is a fair value for PeopleSoft. If this deal doesn't go through, PeopleSoft's stock will start going back towards the levels before the original merger was announced.

136

Our research shows that Oracle is losing some database business to IBM and Microsoft, ... Based on that, I doubt if the company can raise sales guidance.

127