Neil Herman Quotes

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

Tags

Upgraded | Peoplesoft | Early | July | Appeared |

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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

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

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