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Letter "W" » Wendell Laidley Quotes
«With Oracle shares currently trading at 34 times our revised [calendar year 2001] EPS estimate of 43 cents, which represents flat year-over-year EPS growth, we believe there is downside exposure on a valuation basis.»
«Management remains very upbeat and enthusiastic about Oracle's prospects over the next 12 months, driven by a strengthening product cycle, market share gains, continued margin expansion and sustained execution.»
«Despite the potential that we see for Citrix beyond the year 2000, we believe that Windows 2000 adoption rates and sales force transition issues could prevent the company from gaining interim traction in its core markets.»

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