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Letter "N" » Neil Herman Quotes
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«I think for the entire sector, the $1,000 PC is really going to be a major driver.»
Author: Neil Herman
«The way in which these suits could be good for Microsoft competitors is if [they] cause Microsoft to create bureaucracy and legal oversight committees, to move more slowly.»
Author: 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.»
Author: Neil Herman
«The stock is now trading at 42 times next year's earnings estimates, a huge discount to where it has traded over the last six months.»
Author: 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.»
Author: Neil Herman
«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.»
Author: Neil Herman
«We believe that the chances of Oracle hitting consensus estimates for its May quarter are low.»
Author: Neil Herman
«We can't afford it. Period.»
Author: Neil Herman
«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.»
Author: Neil Herman
«Most importantly, PeopleSoft blew away the license revenue number, which we believe is the more important indicator of a turnaround.»
Author: Neil Herman
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