Bert Hochfeld Quotes

War does not present a backdrop in which people follow their expectations of the future as if there wasn't a war. It's uncertainty that's unnerving investors. - Bert Hochfeld

They have absolutely no idea why they buy and sell stocks. They read headlines and they watch price changes. - Bert Hochfeld

Reacting to three-year old news. - Bert Hochfeld

Oracle is not the canary in the mineshaft, although some people think it might be. Oracle is not likely to be a positive catalyst. I'd be surprised if we didn't see a penny of upside on earnings. But they're going to achieve it because their costs were lower, not because their revenues were materially higher. - Bert Hochfeld

Many investors are fearful that oracle will acquire this that and the other thing. But my contention is they need to. The software industry is plagued by having too many companies. There are far too many duck hunters for the number of ducks out there. - Bert Hochfeld

It's fair to say that we're seeing an improvement after a soft patch when a lot of companies were missing numbers in April. There were very few tech companies that missed in July. - Bert Hochfeld

It's a big risk, Fusion. Does it come out on time? Does it scale properly? Is it buggy? Can [Oracle] get people to migrate to it? - Bert Hochfeld

It was like the Aegean stables, and he's been like Hercules. - Bert Hochfeld

Intel is not a bellwether for software and networking. Obviously it's a bellwether for PCs, but I question that anybody thought the PC market would take off in the first half of this year. - Bert Hochfeld

Informix, today, is squeaky clean... There is nobody there now who was there five years ago. - Bert Hochfeld

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