This seems to be a much bigger commitment for Lawson.

I think it’s a good acquisition because it’s the front end of development.

We continue to feel that overall buying patterns in the mid-market space are resulting in customers purchasing larger-scale ERP solutions, with multiple products and longer deployment cycles. In the future, this will likely extend revenue...

Given all the changes in the quarter, I actually expected worse results. It’s going to take some time to see whether they were the right changes. They need to dig themselves out of a hole.

We think Oracle is well positioned to grab [market] share and further increase margins.

Given the license revenue performance and our view that the company is moving in the right direction, we would be buying shares on weakness today.

This doesn’t change any of the business fundamentals, but it makes you worry about the way the company is picking its people.

Oracle is a tough place to work; it’s like a battle every day.