[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fBI2TlK55ns0d9OXckLxVfbAAsMC1h36GZcSrIZinNzg":3,"$fobU0CmmMHGyyrDZUWztBQT8TuWgREv7L170ZK65kVYI":12},{"author":4,"tags":11},{"author_id":5,"author_name":6,"author_name_first_letter":7,"article_count":8,"bio":9,"short_bio":9,"slug":10,"image_url":9},147360,"Neil Herman","N",8,null,"neil-herman",[],{"quotes":13,"pagination":101},[14,27,38,49,60,71,83,92],{"id":15,"quote_text":16,"author_id":5,"source_id":17,"has_image":18,"author":19,"source":20,"quote_tag":21,"commentary":9},1680220,"Although it's still early in the quarter, we worry that what is typically a strong quarter for Oracle could prove to be unusually weak given the tough U.S. macroeconomic environment and potentially weakening conditions in International markets.",4,false,{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[22],{"id":23,"tag":24},4672638,{"id":25,"tag_name":26},3459,"although",{"id":28,"quote_text":29,"author_id":5,"source_id":17,"has_image":18,"author":30,"source":31,"quote_tag":32,"commentary":9},1680208,"Apparently, more Sun servers are sold running Oracle software than anything else. Weak results and guidance from Sun only serve to compound our near-term worries.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[33],{"id":34,"tag":35},4672627,{"id":36,"tag_name":37},40677,"compound",{"id":39,"quote_text":40,"author_id":5,"source_id":17,"has_image":18,"author":41,"source":42,"quote_tag":43,"commentary":9},1680201,"After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[44],{"id":45,"tag":46},4672619,{"id":47,"tag_name":48},93870,"database",{"id":50,"quote_text":51,"author_id":5,"source_id":17,"has_image":18,"author":52,"source":53,"quote_tag":54,"commentary":9},1680194,"The stock is now trading at 42 times next year's earnings estimates, a huge discount to where it has traded over the last six months.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[55],{"id":56,"tag":57},4672609,{"id":58,"tag_name":59},14793,"discount",{"id":61,"quote_text":62,"author_id":5,"source_id":17,"has_image":18,"author":63,"source":64,"quote_tag":65,"commentary":9},1680184,"Most importantly, PeopleSoft blew away the license revenue number, which we believe is the more important indicator of a turnaround.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[66],{"id":67,"tag":68},4672596,{"id":69,"tag_name":70},2955,"believe",{"id":72,"quote_text":73,"author_id":5,"source_id":17,"has_image":18,"author":74,"source":75,"quote_tag":76,"commentary":82},1680159,"I think for the entire sector, the $1,000 PC is really going to be a major driver.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[77],{"id":78,"tag":79},4672583,{"id":80,"tag_name":81},16149,"entire","**The Backstory**\nThis quote from Neil Herman, likely from the late 1990s or early 2000s, reflects the era of rapid technological advancements in the personal computer industry. As the sector was undergoing a significant shift towards affordability and accessibility, Herman's statement highlights the significance of the $1,000 PC price point as a major driver for growth.\n\n**The Hidden Insight**\nThe quote's seemingly straightforward assertion belies a more profound insight: Herman is not just discussing a price point, but rather a psychological threshold that marks a significant increase in accessibility and affordability. The $1,000 PC represents a point of diminishing returns, where the incremental cost of a higher-end machine no longer justifies the added value for many consumers.\n\n**How to Use This**\nWhen approaching a new project or business venture, consider the \"threshold of diminishing returns.\" Identify the point at which additional resources or investments will yield diminishing returns, and prioritize your efforts accordingly. By doing so, you can optimize your resources and focus on the most impactful elements of your initiative.",{"id":84,"quote_text":85,"author_id":5,"source_id":17,"has_image":18,"author":86,"source":87,"quote_tag":88,"commentary":9},1680148,"Given our expectations of a solid quarter and an upbeat conference call, we believe Oracle represents a good near-term play. If we are right, Oracle's results could spur an upward move in the overall software sector as a whole, a sector that has clearly been under pressure lately.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[89],{"id":90,"tag":91},4672565,{"id":69,"tag_name":70},{"id":93,"quote_text":94,"author_id":5,"source_id":17,"has_image":18,"author":95,"source":96,"quote_tag":97,"commentary":9},1680126,"We believe that the chances of Oracle hitting consensus estimates for its May quarter are low.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[98],{"id":99,"tag":100},4672548,{"id":69,"tag_name":70},{"currentPage":102,"totalPages":102,"totalItems":8,"itemsPerPage":103},1,10]