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.
More Quotes from Robert Stimson:
We believe the key questions surrounding Microsoft's security strategy are centered on how they plan to distribute these products, how they will structure subscription services and how they will approach license pricing,Robert Stimson
a slight delay in Microsoft's security launch.
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
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.
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
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