Neil Herman Quotes

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

Tags

Apparently | Servers | Sold | Running | Oracle |

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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

Given our expectations of a solid quarter and an upbeat conference call, we believe Oracle represents a good near-term play. If we are right, Oracle's results could spur an upward move in the overall software sector as a whole, a sector that has clearly been under pressure lately. - 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