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Letter "R" » Richard Williams Quotes
«I really don't have a reason. I've told everyone that I support and respect those who did. That's a very personal choice and there is no right or wrong. I just did not feel, for me, that was something that I needed to do.»
«Even though these numbers on an absolute basis look cheap, we view it as not being as cheap as it looks,»
«For many companies we're not talking about a lot of organic growth. If currency strengthens, as I expect it will, it brings into question whether companies can make their second-quarter numbers.»
«This news is more than anything a warning shot to the rest of software that everybody is going to be involved in a feeding frenzy. You are going to see a lot of smaller players go away.»
«If Oracle continues to fight, this stops being an economic decision for the company and looks more and more like an emotional decision.»
«For a variety of reasons, we believe that's unlikely,»
«Also, they're halfway through their quarter. In the software business, usually the last month represents 70 to 80 percent of their business and the last week it's sometimes 50 percent of that. So, six weeks in, unless you're having a total disaster, it's unlikely that this is the issue.»
«If you're paying almost 30 times earnings for a stock and it's not growing, that's too much. There are other companies that are actually growing that you could invest in,»
«These software stocks are all overvalued on the fundamentals that we see today.»
«It's premature to be able to gauge what's really happening with corporate demand. Long-term investors need to wait and get more data before making any decisions about these stocks.»

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