Bert Hochfeld Quotes

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

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Investors | Fearful | Oracle | Acquire | Contention |

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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

I don't think investors really appreciate the economies of scale inherent in enterprise software, especially now since it's a much slower growth business. The industry needs to consolidate. - Bert Hochfeld

Informix has strong products in a strong market. - Bert Hochfeld