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Trip Chowdhry Quotes
There is definitely going to be consolidation in infrastructure.
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Trip Chowdhry
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Infrastructure
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The most important thing to realize is that Salesforce.com will need to create more data centers.
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Trip Chowdhry
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.
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Trip Chowdhry
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.
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Trip Chowdhry
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