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To: GVTucker who wrote (178563)7/13/2004 9:49:56 AM
From: robert b furman  Respond to of 186894
 
Hi GV,

Its no surprise to me.

They not only are the exception - they are the leader.

I think it adds much credence to Larry Ellison's position.

I think it is sizing up for the PeopleSoft acquisition to be a no brainer and an embaressment to the DOJ.

Bob



To: GVTucker who wrote (178563)7/13/2004 9:54:33 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
GV, is this all large sw/svc firms? Any SMBs in the bunch?

Where do you think we are in the economic cycle?

Regards,
Amy J


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