After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter. -Neil Herman

 

After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter.


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This quote is just one of 9 total Neil Herman quotes in our collection. Neil Herman is known for saying 'After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter.' as well as some of the following quotes.

Although it's still early in the quarter, we worry that what is typically a strong quarter for Oracle could prove to be unusually weak given the tough U.S. macroeconomic environment and potentially weakening conditions in International markets.

Neil Herman

After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter.

Neil Herman

Apparently, more Sun servers are sold running Oracle software than anything else. Weak results and guidance from Sun only serve to compound our near-term worries.

Neil Herman

The stock is now trading at 42 times next year's earnings estimates, a huge discount to where it has traded over the last six months.

Neil Herman

When we upgraded PeopleSoft in early July, it appeared to us that after a long period of darkness, there was light at the end of the tunnel. [With the subsequent quarter in July] we believed this case much more strongly. This quarter however is, in our view, a landmark quarter as the company has now clearly emerged from the tunnel.

Neil Herman