They left two years ago. There's a new management team in place.

[This news] is likely to contribute to the investor notion that Oracle's ability to grow its database business is constrained.

With those companies growing revenues faster than Oracle, it is no surprise to us that Oracle's stock finally came under pressure.

I don't think [the tax issue] will be a top-of-mind issue for investors. It won't be interpreted as a big issue.

Due to any change in outlook coming from the company.

This is more or less past history. I really don't think it matters as far as the stock is concerned.

We believe the issue is more one of market growth and expectations.

I think CA remains very much a work in process. This raises further questions about the recovery of CA. It raises questions about exactly what is happening.