Michael Mahoney Quotes (17 Quotes)

Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.

If all else is equal, a company is going to buy something this year rather than January 1.

Nanotech is in its early stages and is influenced by lots of hype. Anyone that is investing in it now has to be aware that a payoff is many years down the road.

E-commerce stocks give me cause for concern. Because Yahoo came in just at expectations, investors punished the whole group.

We're not chasing the really tiny companies that have moved enormous amounts, ... The core companies with meaningful franchises are the places to be.

I ended up selling because it went so ballistic that I didn't see how I could possibly hold onto it when it was a three-digit number.

I think there is going to be more Internet consolidation.

As people gain greater sophistication in using the Net, they don't need the walled garden that is AOL, ... The only reason you pay for AOL is if you think there is lots of great stuff in the garden -- but everything outside the garden is phenomenal so you don't need it.

Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,

This makes sense in a low interest rate environment but it's risky since short-term rates are starting to creep up and the 10-year bond is back over 4 percent.

If Microsoft was not in the monopoly position that it is in, the increasing frequency of security concerns would cause more anxiety in the marketplace.

It looks like I'm not going to be paying income taxes for a couple of years,

With all that cash, if they bought software that enhances their services business, that could be an interesting strategy,

The drive is six hours, so that's two tanks of gas in this thing, so it's pretty expensive in this thing but it's worth it.

A lot of people made a fair amount of money in the stock, so with a negative news event it makes sense to take some profits off the table,

The MP3 opportunity has been good but there's a lot further to go. The market hasn't fully recognized how advanced the delivery of music could wind up being,

CHIP can impact a lot of working families.