John Rizzuto Quotes (6 Quotes)

It's going to be a very challenging year for the company. Right now, SAP has a better message and better technology. Oracle has the right message and right strategy, but it won't come about until 2007 by their own timetable.

We continue to expect Oracle's business to show sluggish incremental growth, with growing competition in the database business likely to mute acceleration of the segment as competitors introduce new releases of their products.

After several years of talking about building a strategy to enter new businesses and accelerate license growth and earnings, BEA seems to be executing.

While the plan is reasonable and may potentially bear fruit, we believe it will take several quarters to materialize.

The company will likely grow faster than the aggregate markets in which it participates.

We believe that our estimates are fair. However, with a slight pickup in end-market demand or market-share gains, it is reasonable that they may be conservative.