There will be a period of indigestion but it wouldn't surprise me to see Oracle back in late 2005 buying somebody else.
More Quotes from Richard Williams:
To buy (Siebel) and combine them along with other smaller acquisitions into Oracle in a very short time is an unprecedented task in terms of difficulty. It's not easy by any stretch, and that is a lot of risk to try to do that in a short time with a bunch of different technologies.Richard Williams
This news is more than anything a warning shot to the rest of software that everybody is going to be involved in a feeding frenzy. You are going to see a lot of smaller players go away.
Richard Williams
This is a shockwave. Bulls are going to have to sit back and ask if they have baked in too much good news,
Richard Williams
Microsoft has realized that PCs are not the center of the world. E-business or online services to enterprises could become the next big area of growth for the company.
Richard Williams
Novell and Red Hat are very expensive stocks, even with their strong growth.
Richard Williams
The fraud is ugly, the perpetrators are gone, and this is an embarrassment in a huge way. Now the issue is one of the new leadership -- can they keep everyone focused, can they keep the wheels on the wagon
Richard Williams
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