Quotes by John DiFucci

“There is a concern that Oracle will do something stupid but I dont believe they will. They will be fiscally disciplined with their acquisition strategy.”

“Oracle wont pay too much. Its only going to buy as long as the price is right.”

“If Oracle comes in line with consensus, then thats really an indication that things are better than investors thought. That could be catalyst for the stock so theres a potential for meaningful movement to the upside.”

“Companies are working towards a rationalization of the software industry because the growth rate is permanently declining.”

“This is a financial acquisition primarily, ... Oracle is buying PeopleSoft for its maintenance stream.”

“This is a financial acquisition primarily. Oracle is buying PeopleSoft for its maintenance stream.”

“While we believe that $50 may have been above what the market was expecting, the ability to use it on three PCs effectively makes it lower.”

“What were referring to is our anticipation of the rapid commoditization of the consumer-security market due to the relatively new [Internet service provider] delivery method.”

“We anticipate that the February 9 earnings call may provide additional, critical elements to evaluating the pace with which the consumer security market is evolving as well as an updated outlook on McAfees enterprise business that may provide investors with future investment opportunities with the shares.”