With the Department of Justice process out of the limelight now, investor attention has been squarely focused on Microsoft's business fundamentals over the past several months. During that time there has been a significant degree of doubt about Microsoft's long-term prospects and, more pointedly, about the success of Windows 2000 and the Internet. We think this quarter's results go at least part of the way to alleviating these concerns.
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Bloom's exit coming at the heels of COO Ray Lane's departure leaves only Ellison with the kind of universal clout to call on senior executives at Fortune 500 companies to deliver Oracle's suite message. We think that the leadership question increases theMelissa Eisenstat
Although Siebel is paying a hefty premium for this small company, its large market cap should enable it to absorb this acquisition with modest dilution this year and none next year.
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We believe that Oracle's management backed itself into a corner by using the economy as their sole explanation for their shortfall.
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What we do see as key are Microsoft's improving business fundamentals, specifically ... Windows 2000 and the Internet.
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With Windows 2000 revenues not really kicking in until 2001 and the continued weakness of the business PC sales impacting Microsoft's core business, we expect the fourth quarter to be lackluster, coming in slightly above the third quarter.
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