I don't underestimate the work that has to be done to make a successful transition. But I'd rather bet for Apple than against Apple.
They have to pick up the pace in every area. Applications are an opportunity for Oracle to improve profitability but not necessarily drive up revenue. The company can't be considered healthy if database license revenue doesn't pick up.
Coming into 2005, the thought was it's an 18 to 20 percent growth company. Now the question is whether they are going to dip below 10 percent.
Carly was trying to drive revenue growth, and she was bleeding the printer business by using the higher profits in that business to fund unprofitable growth everywhere else. (Hurd) has dialed back the sales growth objectives and focused those units on operating more efficiently.