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Letter "B" » Brent Thill Quotes
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«Aspect concentrates on the high-end of the market, but even at the high-end there's a number of initiatives under way by other companies.»
Author: Brent Thill
«The company beat our revenue expectation by $33 million, which is a huge upside surprise. All the financial metrics were extremely solid. Their balance sheet was spotless, and deferred revenue rose to $84.6 million from $46.7 million in the previous quarter, which shows that their backlog continues to strengthen.»
Author: Brent Thill
«While losing a talented individual like Evans is not good news, we believe his departure will not have an impact on financial results and is not a leading indicator of additional departures.»
Author: Brent Thill
«Management has failed to give a consistent reason for his absence.»
Author: Brent Thill
«We expect sluggish sales in the first half of 2006 due to a continuation of calendar 2005 themes.»
Author: Brent Thill
«Asia is the epicenter of sourcing and manufacturing. They have so many different types of suppliers.»
Author: Brent Thill
«We forecast strong spending on software applications in calendar year 2001. But the priority stack has shifted towards supply chain/B2B collaboration and select areas of CRM/content management. We believe the heavy damage is already done. While we can't call the absolute bottom, we believe we are nearing the trough.»
Author: Brent Thill
«Regardless of the outcome, we still believe Oracle's current financial health remains intact. We do not believe there are hidden accounting issues.»
Author: Brent Thill
«We believe Salesforce.com had a strong finish to their fiscal 2006, driven by robust subscriber additions in both [small- and medium-sized business] and enterprise customer segments.»
Author: Brent Thill
«While we think these issues will be short lived, Salesforce.com need to address them aggressively, in our view.»
Author: Brent Thill
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