I think it's a good acquisition because it's the front end of development.

148

Oracle is a tough place to work; it's like a battle every day.

146

This seems to be a much bigger commitment for Lawson.

139

Given all the changes in the quarter, I actually expected worse results. It's going to take some time to see whether they were the right changes. They need to dig themselves out of a hole.

136

Oracle's success hinges on retaining its customer base, including ones it inherited from the companies it bought.

134

We continue to feel that overall buying patterns in the mid-market space are resulting in customers purchasing larger-scale ERP solutions, with multiple products and longer deployment cycles. In the future, this will likely extend revenue recognition for similar types of deals.

125

We think Oracle is well positioned to grab [market] share and further increase margins.

111

Given the license revenue performance and our view that the company is moving in the right direction, we would be buying shares on weakness today.

82