We see cannibalism as the only way to survive right now for the big players. There are a lot of software companies out there that can't grow.
More Quotes from Richard Williams:
It's not an elegant solution and it's not even clear if it's a viable solution.Richard Williams
If unearned revenue keeps sliding, it suggests the growth story for Microsoft has gotten long in the tooth and that would raise more worries about the valuation.
Richard Williams
The average retail investor can't be as nimble as institutions. If you buy right now, you might be sitting on a loss for months.
Richard Williams
We see tremendous market acceptance when Microsoft's next big enterprise software product comes out. And when you look at the sheer numbers, it's arguably as big a market as the original Windows market,
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
All my life I've been waiting for this, and now it can happen. A Williams is going to win.
Richard Williams
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