We anticipate that the February 9 earnings call may provide additional, critical elements to evaluating the pace with which the consumer security market is evolving as well as an updated outlook on McAfee's enterprise business that may provide investors with future investment opportunities with the shares.
More Quotes from John DiFucci:
There is a concern that Oracle will do something stupid but I don't believe they will. They will be fiscally disciplined with their acquisition strategy.John DiFucci
If Oracle comes in line with consensus, then that's really an indication that things are better than investors thought. That could be catalyst for the stock so there's a potential for meaningful movement to the upside.
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Companies are working towards a rationalization of the software industry because the growth rate is permanently declining.
John DiFucci
While we believe that 50 may have been above what the market was expecting, the ability to use it on three PCs effectively makes it lower.
John DiFucci
What we're referring to is our anticipation of the rapid commoditization of the consumer-security market due to the relatively new Internet service provider delivery method.
John DiFucci
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