It's not a good time for Mercury. Mercury's core business is a great business but this will clearly outweigh the story for the next 18 months.
More Quotes from Robert Stimson:
We continue to believe that Microsoft's impending entry into the consumer security arena has yet to make a tangible impact on the market.Robert Stimson
The biggest issue facing the country is strategic infrastructure ports, integrated transportation networks, problems of congestion.
Robert Stimson
We believe Oracle will have to cut Siebel's operating expenses by approximately 30 to 40 percent (or roughly 350 to 400 million) in order to meet previously stated accretion goals.
Robert Stimson
We have been hearing that further headcount reductions among PeopleSoft and J.D. Edwards employees may occur shortly as the company begins to implement its longer-term vision for Fusion.
Robert Stimson
We estimate that Oracle will have to cut Siebel's operating costs by approximately... 350m to 400m in order to meet its previously stated accretion goals.
Robert Stimson
this is not new news and we do not expect any near-term fundamental impact.
Robert Stimson
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