Investors feel they are not going to step in a land mine -- that's brought money back to the sector.
More Quotes from David Hilal:
People will move into software next year. It's a question of when, not if.David Hilal
For a company with great profitability and a near monopoly, it would certainly not be unheard of to pay two to three times the growth rate. So paying 25 times earnings for one of the strongest technology companies with an awesome franchise is fair.
David Hilal
This is the one legal issue that was a big thorn in Microsoft's side and most people were led to believe is that this would drag on and on and on.
David Hilal
Everything PeopleSoft announced this morning helps clear the way to begin negotiations and maybe consummate the merger. The license revenue is much better than expected and that gives PeopleSoft a position of leverage.
David Hilal
Netscape is less and less of a priority for AOL Time Warner, and this is just another step in the slow sun-setting process of Netscape Navigator.
David Hilal
Let's not ignore the fundamental course of business.
David Hilal
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